What Makes Us Different

"We focus on your future."- Bob Rubin

Our years of experience and emphasis on personal care sets Rubin Wealth Advisors apart. Rubin Wealth Advisors taps into the extensive knowledge of its principals who are dedicated to treating all clients as if they are the only client. At Rubin Wealth Advisors, you will always have access to our principal, Robert Rubin and our Vice President, Debbie Abrams.

Rubin Wealth Advisors is a wealth management firm that helps clients accumulate, manage and distribute wealth. Our strength lies in our commitment to only work with a small and select group of clients.

At Rubin Wealth Advisors, we put a priority on understanding our client's desires, needs and goals. We begin our client relationships with a comprehensive conversation in which we identify your most important dangers, opportunities, and strengths, relative to your future goals. By having this conversation, we can determine how to eliminate your biggest dangers and help you capture your greatest opportunities, while reinforcing and maximizing your strengths.

Following our conversation, we produce a financial plan that will give you the tools to help you reach your goals. This plan covers lifestyle and retirement needs, college funding, risk management, estate planning, and investment management. We take all the time you need to review all of your options. We review the "what-if" scenarios with you as well. After you agree on what needs to be done, a comprehensive plan is produced that outlines the steps needed to move you towards your goals. We use unique processes that most effectively help you achieve your objectives.