Fiduciary Wealth Management - Los Angeles, CA
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$2B Assets Under Management
REGISTERED INVESTMENT ADVISER - SINCE 2006
Because Peace of Mind is Everything
®
Fiduciary Wealth Management & Personalized Financial Planning
~$2B
Since 2006
ASSETS UNDER MANAGEMENT
YEARS OF EXPERIENCE
For Individuals & Families
Comprehensive wealth management to grow and protect your assets - investment, tax and estate strategy under one coordinated plan.
Institutions & Foundations
Strategic financial guidance for your organization's future, built on disciplined governance and clear fiduciary reporting.
Legacy & Estate Planning
Thoughtful strategies to preserve your wealth for generations to come, coordinated with your legal and tax advisors.
AWARD-WINNING FIDUCIARY GUIDANCE
Recognized as a Leader in Wealth Management
Our commitment to providing objective, client-first financial advice has been recognized by the Los Angeles Business Journal, which named RVW Wealth as one of the Largest Money Management firms, and we are proud to be in Forbes America's Top RIA Firms. This recognition reflects our dedication to the financial success and peace of mind of our clients.
LARGEST
MONEY
MANAGEMENT
FIRM
AMERICA'S TOP
RIA FIRMS
Awards and rankings are not indicative of future performance and do not constitute an endorcement of the firm by the publications listed.
WHY RVW WEALTH
True prosperity extends beyond mere numbers
It's about achieving peace of mind through a meticulously planned and systematically executed financial strategy. Our commitment to your long-term financial well-being is at the core of everything we do.
01
Evidence-based Methodology
We employ an evidence-based portfolio design rooted in academic research and Nobel Prize-winning economic principles, built to optimize expected rates of return.
02
Unwavering Fiduciary Commitment
As your fiduciaries, we are legally and ethically bound to act solely in your best interests - placing your goals ahead of our own, always.
03
Expert & Qualified Team
Every RVW Wealth advisor is a highly qualified professional holding credentials such as CPA, Chartered Financial Analyst (CFA) or Personal Financial Planner (PFP).
04
Fee-Based Alignment
Our sole financial objective is to help you achieve yours - objective, bottom-line-oriented portfolios for your income, growth and safety needs.
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OUR THREE CORE VALUES
The principles behind every decision
Fee-based Alignment
We are fee-based managers whose sole financial goal is to help you reach yours in a planned and systematic manner.
Fiduciary Intergrity
We are your fiduciaries and always act solely in your best interests, which we placed ahead of our own.
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Fee-based Alignment
We are absolutely objective and bottom-line oriented in all our financial recommendations and strategies.
CLIENT EXPERIENCE
What Our Clients Say
“Every day since I have had RVW handling my financial needs has been a day that I give a thought of gratitude for all they have done and continue to do for me.”
-L.P.
“RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable.”
-A.S.
“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. Highly recommended!”
-A.W.
