Dan Rausch Email & Phone Number

As a Certified Financial Planner® with tax planning and asset management experience, I understand how complex financial situations require an intentional approach. I’m passionate about educating you to make sound decisions because I understand what’s at stake for you. Wealth management is more than choosing the right investments. It also involves deliberately preserving your wealth, so you feel confident in your tax strategy and family estate plan.Many of the clients I work with have complex estate plans and tax needs, were ready to take action, but were not sure where to start. I collaborate with all of your professional advisors, estate attorney, CPA, and cash manager or personal banker to develop a full snapshot of your finances and your expectations for the future. Together, we’ll go beyond asset management and integrate efficient strategies to ensure wealth preservation for you and your beneficiaries.I believe Allworth is the best place for my clients because of the clean fiduciary culture. There’s absolutely no product sales pressure, so I get to work completely in your best interest. Allworth’s fee structure makes it a great deal for higher-net-worth families. Allworth has a great team of CFA investment specialists, estate planning attorneys, and tax CPAs for support of my work.

Listed skills include Financial Planning, Investments, Wealth Management, Financial Advisory, and 3 others.