Your Vision. Our Mission.
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.