Our Focus

The long-term financial well-being
of every client.

Our Methodology

We employ an evidence-based
portfolio design rooted in academia
and Nobel prize winning economics
designed to optimize expected rates of return.

Our Wealth Team

Every RVW Wealth advisor is a CPA,
chartered financial analyst, or a
personal financial planner.

Our Three Core Values

1
We are fee-based managers whose
sole financial goal is to help you
reach yours in a planned and systemic
manner. We are compensated solely
through your (fully disclosed) fees,
taking no undisclosed commissions
or other 3rd party incentives. Our
interests are fully aligned with yours.
2

We are your fiduciaries and
always act solely in your best
interests, which we place
ahead of our own.

3

We are absolutely objective
and bottom-line oriented.