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.