Individuals & Families
Wealth Management Begins Here.
RVP provides highly personalized wealth management solutions that are driven by your unique financial resources and objectives.
Through our all-encompassing approach, we provide strategic guidance and action surrounding the key areas of your financial life: financial planning, investment management, tax planning, cash flow analysis, legacy planning, risk management, and philanthropy.
What is a “relative value” Philosophy?
We’re all on a journey. We encounter different people, roadblocks, and forks in the road that determine where we head and how we get there. Each of our paths is unique, each destination is unique, and our roadmap to get there should follow suit.
At RVP, our role is to identify and implement the actions that provide the highest relative value to you, your family, and your legacy. And as a fiduciary, you can be confident that every recommendation we make is in the best interest of your financial well-being.
What We Offer
Financial Planning
A financial plan is a roadmap for helping you achieve your life goals — whether it’s early retirement, leaving a legacy for the next generation, or charitable giving aspirations. Your plan takes into account your experiences, lifestyle, values, and family, ultimately helping you reach your desired destination. We believe it must be customized, adaptable, and current.
Investment Management
Effective investment management is more than number crunching and analysis. There is both an art and a science to identifying and executing the right strategy for your specific goals, risk tolerance, tax concerns, and life scenario. Our team has the experience and insight to guide you in times of prosperity and volatility, providing guidance that is both performance-driven and personalized.
Tax Planning
In all of our work, planning for — and mitigating — the impact of taxes is a central focus. After all, your lifetime tax bill will be one of the largest single expenditures that your family will make. Through proactive planning, we work with clients to be strategic and intentional with the taxes that they pay.
Cash Flow Analysis
High-net-worth investors and families may not have to worry about running out of money, but cash flow planning is a valuable tool that can help ensure your family’s wealth is being utilized efficiently. Through cash flow analysis and planning, we help families make more informed decisions about their current financial life — as well as their legacy.
Legacy Planning
What will you leave to the next generation, and how will you be remembered? Through the legacy planning process, we help families identify their priorities and document their wishes, helping to ensure that their vision for the next generation is implemented. Just as important, our team is experienced at leveraging advanced estate strategies that can provide significant value from a tax perspective.
Risk Management
With wealth, comes a host of financial risks that must be managed. We work with wealthy individuals and families to identify the risks that are present within their life and then mitigate those risks using insurance. Through this process, we go well beyond traditional coverage — like property and casualty — to identify life, disability, and professional liability insurance that can protect your ability to build and preserve wealth.
Philanthropy
For each of our clients, the why behind philanthropy is a bit different. Some clients want to support their alma mater, some support environmental causes, while others fund research into diseases that impact a loved one. Many of our clients support multiple causes and organizations. We work with charitably inclined families to identify their priorities and then give in the most efficient and impactful way possible.
A resource for your entire family.
We aim to be a resource for you, your spouse, and your children. We want to help you preserve your wealth for generations to come, taking time to build relationships and educate your family on the opportunities that shape your collective journey. We can build a team of trusted advisors for you, or strengthen your existing team.
