Business Page
RB WEALTH PARTNERS
Tax & Financial Services
5.0 stars
26 Reviews
Markets served
Nationwide
Except the following states:
California
Idaho
Nevada
New York
Oregon
Washington
Licenses, Designations or Certificates
CFP® CERTIFIED FINANCIAL PLANNER™
About us
PLEASE READ BEFORE BOOKING. Our services are best suited for established real estate investors, business owners, and high-earning W2 employees, often with stock-based compensation, a minimum income of $250,000 per year, and/or total assets exceeding $1,000,000 excluding the primary residence. Fees begin at $7200/year. We provide advanced-level service to clients with complex financial planning needs. "At RB Wealth, we are passionate about helping people achieve their most important goals more efficiently than they can on their own. When it comes to your money, the tiniest details, often overlooked, can have the most significant impact. By developing deep, long-lasting personal relationships with our clients, we can identify those crucial details when they matter most." Rob Bacharach, CFP® Founder of RB Wealth Find out more at www.wealthrb.com
Specialties
Financial Planning
Retirement Planning
Estate Planning
Budgeting
Debt Management
Self-directed IRA
Wealth Management
Insurance Planning
Reviews (26)
5.0 stars
26 Reviews
5.0 stars
26 Reviews
0.0 star
0 Reviews
5.0 stars
a year ago
Reviewed by
Anthony Seidel
Rob is the very best. He is easy to collaborate with and keeps an open mind, while staying focused on the task at hand. He has great business acumen, making it a no-bainer to work with him. Swayze is always a pleasure to work with as well. They complement each other and truly understand the meaning of professionalism. My wife and I are very thankful to have found a dynamo duo.
5.0 stars
a year ago
Reviewed by
Steve McLaughlin
My wife and I have been working with Rob for about 8 years as our financial advisor. He has proven to be trustworthy, precise, and knowledgeable of various investment opportunities that fits our needs and goals. With the addition of Swayze to RB Wealth Partners team, its no surprise that she has demonstrated the same high quality of excellence and professionalism as Rob. The tandem has exceeded all our expectations and we are very pleased with their services. Thanks Rob and Swayze for all that you do!!
5.0 stars
a year ago
Reviewed by
Dave
We have been using Rob as our financial planner and advisor since 2018 and have been very pleased. Rob does a great job of listening to our needs/wants and has assisted us in developing a plan to achieve those goals. I would heartily recommend Rob and RB Wealth Partners.
5.0 stars
a year ago
Reviewed by
Pamela W
Rob Bacharach has worked with our family on investment management and financial planning for many years. Rob always puts the client first - he explains every part of the process carefully and empowers our decision making with his expertise. Rob is knowledgeable, has integrity, and truly cares about our wellbeing. I am grateful for the ways Rob has helped our family. I know it will benefit my children, grandchildren, and me for many years to come.
5.0 stars
a year ago
Reviewed by
Sheila Duncan
Rob is by far one of the best financial professionals I have ever dealt with. I interviewed several before finding him.
I’ve handled and managed my own money my entire life so it was a bit scary as I started looking for a financial planner to turn my years of hard work over to. Rob is very patient with explaining answers to questions that I’m sure are common knowledge in his industry, and I had a lot!
He and his assistant Swayze are incredibly responsive.
Though I am a fairly new client, I am quite certain that this is my vehicle to take me into and throughout retirement.
5.0 stars
a year ago
Reviewed by
Anne Davis Hamilton
Rob was certainly a refreshing change from our las financial advisor. He has a genuine interest in our lives & has done very well with his investing on our behalf. He is a great person as well as being a great financial advisor. If I could give him 10 stars I would!
5.0 stars
a year ago
Reviewed by
James Rafidi
Working with Rob has been great! He understands the challenges I face being in the dealership and is able to work around my schedule to meet me and my families financial goals.
Honestly at first when we met we weren't sure of our goals or even next steps but he was able to guide us and then stay with us to make sure we got off on the right foot.
Now, we’re headed in the right direction plus we’ve been able to make better plans for the future and more importantly he keeps us in the know so we can pivot when needed or if we have any ideas or questions he’s been there.
5.0 stars
a year ago
Reviewed by
Kyle Weiman
Rob is a great guy with a wealth of knowledge about the market and really everything financial. He has a great team and great software to keep you informed on your investments. Rob has really helped me with investment strategy, but also life stuff in general. With his guidance, I feel as though I'm MUCH better set up for the future. Most importantly, I trust Rob, and that's all I really wanted in a financial advisor.
5.0 stars
a year ago
Reviewed by
Anthony Seidel
Rob is the very best. He is easy to collaborate with and keeps an open mind, while staying focused on the task at hand. He has great business acumen, making it a no-bainer to work with him. Swayze is always a pleasure to work with as well. They complement each other and truly understand the meaning of professionalism. My wife and I are very thankful to have found a dynamo duo.
5.0 stars
a year ago
Reviewed by
Steve McLaughlin
My wife and I have been working with Rob for about 8 years as our financial advisor. He has proven to be trustworthy, precise, and knowledgeable of various investment opportunities that fits our needs and goals. With the addition of Swayze to RB Wealth Partners team, its no surprise that she has demonstrated the same high quality of excellence and professionalism as Rob. The tandem has exceeded all our expectations and we are very pleased with their services. Thanks Rob and Swayze for all that you do!!
5.0 stars
a year ago
Reviewed by
Dave
We have been using Rob as our financial planner and advisor since 2018 and have been very pleased. Rob does a great job of listening to our needs/wants and has assisted us in developing a plan to achieve those goals. I would heartily recommend Rob and RB Wealth Partners.
5.0 stars
a year ago
Reviewed by
Pamela W
Rob Bacharach has worked with our family on investment management and financial planning for many years. Rob always puts the client first - he explains every part of the process carefully and empowers our decision making with his expertise. Rob is knowledgeable, has integrity, and truly cares about our wellbeing. I am grateful for the ways Rob has helped our family. I know it will benefit my children, grandchildren, and me for many years to come.
5.0 stars
a year ago
Reviewed by
Sheila Duncan
Rob is by far one of the best financial professionals I have ever dealt with. I interviewed several before finding him.
I’ve handled and managed my own money my entire life so it was a bit scary as I started looking for a financial planner to turn my years of hard work over to. Rob is very patient with explaining answers to questions that I’m sure are common knowledge in his industry, and I had a lot!
He and his assistant Swayze are incredibly responsive.
Though I am a fairly new client, I am quite certain that this is my vehicle to take me into and throughout retirement.
5.0 stars
a year ago
Reviewed by
Anne Davis Hamilton
Rob was certainly a refreshing change from our las financial advisor. He has a genuine interest in our lives & has done very well with his investing on our behalf. He is a great person as well as being a great financial advisor. If I could give him 10 stars I would!
5.0 stars
a year ago
Reviewed by
James Rafidi
Working with Rob has been great! He understands the challenges I face being in the dealership and is able to work around my schedule to meet me and my families financial goals.
Honestly at first when we met we weren't sure of our goals or even next steps but he was able to guide us and then stay with us to make sure we got off on the right foot.
Now, we’re headed in the right direction plus we’ve been able to make better plans for the future and more importantly he keeps us in the know so we can pivot when needed or if we have any ideas or questions he’s been there.
5.0 stars
a year ago
Reviewed by
Kyle Weiman
Rob is a great guy with a wealth of knowledge about the market and really everything financial. He has a great team and great software to keep you informed on your investments. Rob has really helped me with investment strategy, but also life stuff in general. With his guidance, I feel as though I'm MUCH better set up for the future. Most importantly, I trust Rob, and that's all I really wanted in a financial advisor.
