Rubin Wealth Advisors, L.L.C. is an independently-owned, private wealth management firm specializing in life insurance, investments, financial planning and estate planning.  The firm’s principal is Robert Rubin.  Rubin Wealth Advisors is based in Boca Raton, Florida.

At Rubin Wealth Advisors, we base everything we do on the core values of objectivity, professionalism, and client advocacy.  These values support our mission: to assist our clients – in concert with their professional advisors – to achieve their financial goals.  We do this through disciplined wealth transfer strategies that are integrated with all aspects of the client’s financial affairs.

We help clients reach their financial goals by combining the resources of our extensive network of national and regional specialists, with our firm’s high level of personal service, expertise, and integrity.

We help advisors and clients make appropriate choices in a strategic, versus product-driven context. We apply an objective, disciplined process in the analysis, selection, design, acquisition and management of life insurance policies and investments.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email Bob Rubin at bob@rubinwa.com or phone us at (561) 210-8516.