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
to optimize expected rates of return.

Our Wealth Team

Every RVW Wealth advisor is a CPA,
a registered investment advisor and
a personal financial planner.

Our Three Core Values

We are fee-only 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.

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

We are absolutely objective
and bottom-line oriented.