• Landscape View of Industrial City

    Your Vision. Our Mission.

  • Landscape View of Industrial City

    Experience Matters

  • Landscape View of Industrial City

    Focused on Multi-Family Office Solutions

    Focused on
    Multi-Family
    Office Solutions

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.

We believe clients choose us because we offer

The knowledge and experience

that helps build confidence.

We strive to provide a transparent process

that keeps their best interests at heart.

The capabilities, resources, and network

to help make their lives easier.

Our team’s extensive background

to bring an experienced perspective to investment planning.

Through our integrated wealth planning process, we help prioritize your goals, establish your proper asset allocation, address risk, and assess estate and charitable planning strategies.

Best of Both Worlds

We offer what we believe our clients have always desired, the balance of an independent boutique office backed by the resources of one of the largest US based financial institutions.