Who We Serve
We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is a top priority for the Rorabeck Wealth Advisory Group. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.
- Business owner: we specialize in working with business owners thus understanding their unique needs (cash flow management, preservation of capital, tax planning).
- Senior Executive: we help our senior executives minimize taxes, manage their options strategies and create a wealth plan that is unique to their goals and circumtances.
- Family: we help our high-net worth families manage their inter-generational wealth. We also help manage any tax impact with by using our Estate & Trust services.
- Retired Couple: we take a planning approach to managing our clients investments. Many of our clients are about to start their retirement. We help them reach their goals by being diligent in our cash-flow and retirement planning.