At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Rodriquez Wealth Management serves discerning individuals and families seeking a high level of customized, unbiased, and objective advice in today's challenging financial markets. We serve clients in many states across the country, and we understand the needs of clients in various stages of life. We advise clients on building, preserving, and transferring wealth to heirs while striving to do this in a tax-effective manner. Our team welcomes the opportunity to discuss our approach confidentially with qualified investors.
We offer a complimentary second opinion and in-depth analysis to prospective clients with a minimum of $1,000,000 in investable assets. For existing clients, we reserve the right to waive this amount for family members.
We pride ourselves on serving our existing relationships first and foremost, therefore spending little time marketing our services to new clients.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
This information is intended for use only by residents of: AR, AZ, CA, CO, CT, FL, HI, ID, IL, IN, IA, MD, MO, MS, MT, NC, NJ, NM, NV, NY, OK, PA, SC, SD, TN, TX, UT, VA, WA.
Company Details
- Employees
- 5
- Address
- Newport Beach, California
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://rodriquezwm.com
- Keywords
- Newport Beach.
- HQ
- Newport Beach, California
Rodriquez Wealth Management Questions
Rodriquez Wealth Management's website is https://rodriquezwm.com
Rodriquez Wealth Management's LinkedIn profile is https://www.linkedin.com/company/rodriquez-wealth-management
Rodriquez Wealth Management has
5 employees.
View email and phone details for 5
employees at Rodriquez Wealth Management.
Rodriquez Wealth Management's industry is
Financial Services
Rodriquez Wealth Management's top competitors are
Goldman Sachs,
Sedai Wealth Partners, Llc,
Mile Wealth Management,
Ocean Heights Advisors,
Fellows Wealth Management,
Bluepoint Wealth Advisors,
Composition Wealth,
Rodriguez Wealth Management, Inc,
Mission Street Wealth Planning,
Merrill Lynch.
Rodriquez Wealth Management's categories are Financial Services
