Who We Help
Rodriquez Wealth Management serves discerning individuals and families seeking a high level of customized, unbiased, and objective advice in today's challenging financial markets. We serve clients in many states across the country, and we understand the needs of clients in various stages of life. We advise clients on building, preserving, and transferring wealth in a tax-effective manner to heirs. Our team welcomes the opportunity to discuss our approach confidentially with qualified investors. We offer a complimentary second opinion and in-depth analysis to prospective clients with a minimum of $1,000,000 in investable assets. For existing clients, we reserve the right to waive this amount for family members.
We pride ourselves on serving our existing relationships first and foremost, therefore spending little time marketing our services to new clients. Word of mouth is our primary source of new business, and by serving our clients well, we benefit from their introductions to their friends, family, and associates.
As a true comprehensive financial advisory team, we offer a wide array of services. Client portfolios are truly customized to individual needs and goals rather than placed in packaged or cookie cutter investment solutions. We listen to our clients and work diligently with them to identify appropriate opportunities and also take time to explain risks and drawbacks of proposed options. Today’s technology also enables us to offer our clients greater breadth of online services and transparency.
We provide thoughtful and ongoing proactive advice throughout the lives of our clients. Many clients have worked with us for over two decades, and we enjoy spending time with their heirs as our next generation of clients. We truly attribute our success to the success of our clients and the strategies we have helped them implement.