In addition to our primary focus on investment management, RBO & Co. seeks to gain a complete understanding of our clients’ wealth management needs. Accordingly, as a complimentary service, we draw upon our broad experience and strong industry partnerships to assist clients with:

• Estate and Tax Matters / Planning

  • Coordination with Attorneys, CPAs & Other Professionals

• Retirement Options, IRA Conversions

• Personal Finances

• Charitable Or Generational Gifts

• Private Business Financial Analysis

• Financing Options*

  • Residential Mortgages
  • Commercial Loans
  • Investment Lines Of Credit

• Life Insurance Options

*Account minimums may apply

Given RBO’s comprehensive experience with wealth management, we realize that the portfolios we manage are part of a total financial picture that must integrate in order to ensure a family’s capital is preserved for current and future generations.