Client assets are custodied at leading discount brokerages such as Schwab Institutional and TD Ameritrade Institutional, subject to all of their investor protections and safeguards.
Born out of an established 35 year-old leading CPA firm, we are ruthlessly bottom-line oriented—we focus on results and keep costs to a bare minimum.
RVW portfolios are designed to incur minimal current income tax, because it’s not just what you earn—it’s what you keep. With tax rates likely to rise, tax-smart investing is more important than ever.
We proudly sit on the shoulders of giants—Nobel prize winners such a Prof Eugene Fama and Robert C. Merton—and investment luminaries like Warren Buffett, Charlie Munger and Prof. Jeremy Siegel of Wharton.
Every portfolio is powered by decades of academic research. We eschew “flavor of the month investing” and avoid going where the masses are headed—rather we stick with tried and tested principles that have stood the test of time.
Each one of our financial advisors is additionally a CPA, Chartered Financial Analyst, and / or an Accredited Personal Financial Planner.
We have a team of professionals—not salespeople—who are thoroughly familiar with the Science of Capital Markets.
You can either call us or send us a message on our website. We will arrange an initial in-depth discussion where we will review your current needs and future financial goals. We will explain our wealth optimization process and how it will can be put to work to provide a secure retirement—and in due course, wealth transfer to your beneficiaries.
After the initial discussion, we will develop a financial plan, responsive to your needs for income, growth and safety. This will be designed to get you from where you currently to where you want to be.
Your long term financial plan will become the GPS for determining asset allocation and portfolio design.
After the initial portfolio and allocations have been designed for you, it is time to relax. We will implement, manage and monitor the progress—and report to you regularly in a concise easy-to understand statement. We will follow up with regular meetings to make sure your plan still fits your lifestyle, circumstances, and goals.
RVW Wealth is dedicated to delivering the best quality investment management and related services to all of our clients. Founded in 2006, we were originally built on the back of CPA firm Gerber & Co, established in 1986.
Our legacy experience has led to our team of CPAs, personal financial planners, tax specialists, and economists. All are here to provide you with the best advice to invest intelligently.
We are a conflict-free independent Registered Investment Advisory firm. We take no kickbacks or incentives—and are your trusted fiduciaries and objective advisors.
We are confident we will provide the best financial advice for you, we offer a 100% satisfaction guarantee.
At any time within the first 6 months, if you are dissatisfied for any reason, you may cancel the contract and receive a full refund of fees paid.
We are your number one choice for financial advisors in Memphis