RBG Capital LLC is the new name for R.B. Gold & Associates, Ltd! We are still the same team offering comprehensive financial advisory services, including investment banking and wealth management. Our company was founded in 1986 and has built a solid reputation in the industry.I am proud to have been a part of RBG since 1993 and became a partner in 2005. As the Managing Director of our Corporate Finance and Business Succession Planning group, I have been involved in numerous successful transactions ranging from $2 million to $200 million. My expertise includes dispositions, acquisitions, recapitalizations, ESOPs, management buy-outs, structured growth equity, and debt. Our extensive network of institutional investors includes strategic buyers (both public and private), Private Equity Funds, Family Offices, and Institutional Lenders, both bank and direct.I graduated from the University of Arizona in 1988 and hold FINRA registrations including Series 7, 63 & 65. I am an active member of the Blue Blazer Squadron and serve on its leadership team. This group is a support organization for Fighter Country Partnership, which is dedicated to supporting the men, women, families, and mission of Luke Air Force Base. In my personal life, I am married to an amazing woman, and we have four children and two grandchildren.Thank you for considering RBG Capital LLC for your financial advisory needs. Securities and Investment Advisory Services offered by Triad Advisors LLC. Member FINRA/SIPC. Triad Advisors LLC and RBG Capital LLC are independent non-affiliated entities. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful.

R.B. Gold & Associates, LTD. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expert advice. Our services include:WEALTH MANAGEMENT BUSINESS SUCCESSION STRATEGIES (Mergers & Acquisitions) WEALTH TRANSFER ESTATE PLANNING EMPLOYEE BENEFIT PLANNING TAX REDUCTION FINANCIAL CONSULTING