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Explore What We Offer
At RTB Wealth, we seek to provide integrated wealth management designed for business owners, high earners, and families with complex financial lives. Rather than offering fragmented advice, we strive to design disciplined investment management, proactive tax strategy, retirement design, and business planning into one cohesive framework.
Our transparent approach seeks to provide evidence-based, tax-aware, and built-to-perform strategies across market cycles—so every decision supports your long-term goals, not just short-term outcomes. Our focus is to go beyond managing assets to help clients make confident, informed decisions at pivotal moments. Whether you’re preparing for a business exit, navigating a significant liquidity event, or optimizing advanced retirement and compensation strategies, we seek to design strategies to minimize taxes, manage risk, and protect what you’ve built. Our goal is to serve as your strategic partner, bring clarity to complexity—aligning belief, action, and execution to deliver purposeful, lasting results.
Strategic Investment Management
Our transparent approach seeks to provide evidence-based, tax-aware, and built-to-perform strategies across market cycles—so every decision supports your long-term goals, not just short-term outcomes.
Tax-Intelligent Portfolio Design
Taxes quietly erode returns when they’re ignored. We strive to implement asset allocation, tax-loss harvesting, and forward-looking strategies to help keep more of your capital working for you over time.
Strategic Investment Management
Major liquidity events require planning before the deal closes. We strive to provide advanced modeling and coordination to help founders and investors minimize taxes and maximize net proceeds when selling a business.
Real Estate & Asset Transition Strategy
Selling or repositioning appreciated assets shouldn’t trigger unnecessary tax exposure. Our goal is to design thoughtful liquidation and reinvestment strategies that align with your broader wealth and estate objectives.
Advanced Retirement Planning
For high-income professionals and business owners, traditional plans often fall short. We strive to design and optimize advanced retirement structures to accelerate wealth building while creating meaningful tax deductions today.
Business Owner Compensation Strategy
The right compensation structure can retain key talent and optimize personal income. We seek to design executive and owner-level strategies that balance cash flow, tax efficiency, and long-term wealth creation.
Stop Guessing. Start Strategizing.
Book a strategic conversation to uncover gaps, opportunities, and a clearer path forward—before the next decision costs you.
Turning complex planning and liquidity events into coordinated opportunities for multi-generational wealth.
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RTB Wealth Advisors is a Registered Investment Adviser.
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Please be advised, RTB Wealth Advisors, LLC, and its representatives, are registered as an Investment Advisor, as such, we provide investment advisory services and do not offer tax or legal advice. While we may discuss the potential tax implications of certain investment strategies as part of our overall financial planning, these discussions are for illustrative purposes only and should not be considered tax advice. Tax laws and regulations are complex and subject to change, and their application can vary based on your individual circumstances. Please remember that it is your responsibility to consult with a qualified tax advisor or counsel regarding your specific tax or legal situation. RTB Wealth Advisors, LLC does not assume any responsibility for the tax or legal advice provided by any third-party tax or legal professional.