Values

We believe in honesty and integrity. We take pride in our role as fiduciaries and we act accordingly. When we put our clients’ interests first it helps us sleep well at night knowing that we’ve done the right thing so that our clients can sleep well, too.

Philosophy

We believe in nothing that hasn’t been substantiated through the academic, peer-reviewed process. We abide by the theories of modern finance and those promulgated by Nobel Prize-winning professors in the field of finance.  They are the giants on whose shoulders we stand.

Risk Management

We sit down with all of our clients and follow up regularly to stay abreast of what risks are suitable for their current circumstances. The science of capital markets can never tell a specific person how much risk he or she should be willing to take. That is a very personal and individualized consideration. The role of the financial advisor, when properly performed, is to tailor the implications of capital markets theory to the individual needs and circumstances of each unique client.

Research: Keeping Up With The News That Matters

At RVW Wealth, we pay attention to current events, but we don’t let ourselves drown in the deluge of tweets and hypothesized catastrophes. Rather than wringing our hands as each new headline emerges, we focus instead on the more meaningful developments within the field of finance itself. We stay on the cutting-edge of what science has demonstrated to be the most reliable and consistent way to grow wealth.

Step 1

Through an in-depth discussion of your current needs and future goals we come to understand you as an individual client, a unique, one-of-a-kind person.

Step 2

We then chart a course to get you from where you are to where you want to be, while staying within your comfort zone along the way.

Step 3

After the initial portfolio and allocations have been designed, you can kick back, relax, and rest knowing you are in good hands. Of course, we will do regular follow-up to make sure the plan still fits your life circumstances and goals (Hey! Goals can change, too, and that’s okay.).