My wife and I have been working with Rob for about 8 years as our financial advisor. He has proven to be trustworthy, precise, and knowledgeable of various investment opportunities that fits our needs and goals. With the addition of Swayze to RB Wealth Partners team, its no surprise that she has demonstrated the same high quality of excellence and professionalism as Rob. The tandem has exceeded all our expectations and we are very pleased with their services. Thanks Rob and Swayze for all that you do!!

We have been using Rob as our financial planner and advisor since 2018 and have been very pleased. Rob does a great job of listening to our needs/wants and has assisted us in developing a plan to achieve those goals. I would heartily recommend Rob and RB Wealth Partners.

When you're considering a Wealth Advisor, it comes down to one thing: trust. Like respect and credibility, Trust has to be earned. While you can't instantly garner trust with someone, you can listen to referrals, read reviews, or research on your own. When you look up RB Wealth, you'll find attention to detail, consistent communication, and a personal touch with their approach to servicing clients. If you're looking for a partner who can help you solve problems, create solutions, and provide the type of service you'd recommend to your mother, do yourself a favor and reach out to Rob and his team to see how the right kind of relationship can be established with your financial advisor. You'll be glad you did.

Rob Bacharach has worked with our family on investment management and financial planning for many years. Rob always puts the client first - he explains every part of the process carefully and empowers our decision making with his expertise. Rob is knowledgeable, has integrity, and truly cares about our wellbeing. I am grateful for the ways Rob has helped our family. I know it will benefit my children, grandchildren, and me for many years to come.

We came to Rob with a difficult life insurance situation which seemed to us insurmountable. With his knowledge of the life insurance field and investment options to combat our dire situation, he developed a conversion plan that chartered a positive path going forward. He has further helped us develop investment strategies for our grandchildren. The advice and direction we have received to maximize our savings into a more positive and productive growth is exceptional. Thus providing a better and secure sense of those important investments. We would not only consider Rob a knowledgeable and capable investment professional, but also a trustworthy friend. Without hesitation, we would highly recommend him for anyone seeking financial advice or guidance regarding wealth management or estate planning.

Rob is by far one of the best financial professionals I have ever dealt with. I interviewed several before finding him. I’ve handled and managed my own money my entire life so it was a bit scary as I started looking for a financial planner to turn my years of hard work over to. Rob is very patient with explaining answers to questions that I’m sure are common knowledge in his industry, and I had a lot! He and his assistant Swayze are incredibly responsive. Though I am a fairly new client, I am quite certain that this is my vehicle to take me into and throughout retirement.

Working with Rob has been great! He understands the challenges I face being in the dealership and is able to work around my schedule to meet me and my families financial goals. Honestly at first when we met we weren't sure of our goals or even next steps but he was able to guide us and then stay with us to make sure we got off on the right foot. Now, we’re headed in the right direction plus we’ve been able to make better plans for the future and more importantly he keeps us in the know so we can pivot when needed or if we have any ideas or questions he’s been there.

Rob is a great guy with a wealth of knowledge about the market and really everything financial. He has a great team and great software to keep you informed on your investments. Rob has really helped me with investment strategy, but also life stuff in general. With his guidance, I feel as though I'm MUCH better set up for the future. Most importantly, I trust Rob, and that's all I really wanted in a financial advisor.

My wife and I have been working with Rob for about 8 years as our financial advisor. He has proven to be trustworthy, precise, and knowledgeable of various investment opportunities that fits our needs and goals. With the addition of Swayze to RB Wealth Partners team, its no surprise that she has demonstrated the same high quality of excellence and professionalism as Rob. The tandem has exceeded all our expectations and we are very pleased with their services. Thanks Rob and Swayze for all that you do!!

We have been using Rob as our financial planner and advisor since 2018 and have been very pleased. Rob does a great job of listening to our needs/wants and has assisted us in developing a plan to achieve those goals. I would heartily recommend Rob and RB Wealth Partners.

When you're considering a Wealth Advisor, it comes down to one thing: trust. Like respect and credibility, Trust has to be earned. While you can't instantly garner trust with someone, you can listen to referrals, read reviews, or research on your own. When you look up RB Wealth, you'll find attention to detail, consistent communication, and a personal touch with their approach to servicing clients. If you're looking for a partner who can help you solve problems, create solutions, and provide the type of service you'd recommend to your mother, do yourself a favor and reach out to Rob and his team to see how the right kind of relationship can be established with your financial advisor. You'll be glad you did.

Rob Bacharach has worked with our family on investment management and financial planning for many years. Rob always puts the client first - he explains every part of the process carefully and empowers our decision making with his expertise. Rob is knowledgeable, has integrity, and truly cares about our wellbeing. I am grateful for the ways Rob has helped our family. I know it will benefit my children, grandchildren, and me for many years to come.

We came to Rob with a difficult life insurance situation which seemed to us insurmountable. With his knowledge of the life insurance field and investment options to combat our dire situation, he developed a conversion plan that chartered a positive path going forward. He has further helped us develop investment strategies for our grandchildren. The advice and direction we have received to maximize our savings into a more positive and productive growth is exceptional. Thus providing a better and secure sense of those important investments. We would not only consider Rob a knowledgeable and capable investment professional, but also a trustworthy friend. Without hesitation, we would highly recommend him for anyone seeking financial advice or guidance regarding wealth management or estate planning.

Rob is by far one of the best financial professionals I have ever dealt with. I interviewed several before finding him. I’ve handled and managed my own money my entire life so it was a bit scary as I started looking for a financial planner to turn my years of hard work over to. Rob is very patient with explaining answers to questions that I’m sure are common knowledge in his industry, and I had a lot! He and his assistant Swayze are incredibly responsive. Though I am a fairly new client, I am quite certain that this is my vehicle to take me into and throughout retirement.

Working with Rob has been great! He understands the challenges I face being in the dealership and is able to work around my schedule to meet me and my families financial goals. Honestly at first when we met we weren't sure of our goals or even next steps but he was able to guide us and then stay with us to make sure we got off on the right foot. Now, we’re headed in the right direction plus we’ve been able to make better plans for the future and more importantly he keeps us in the know so we can pivot when needed or if we have any ideas or questions he’s been there.

Rob is a great guy with a wealth of knowledge about the market and really everything financial. He has a great team and great software to keep you informed on your investments. Rob has really helped me with investment strategy, but also life stuff in general. With his guidance, I feel as though I'm MUCH better set up for the future. Most importantly, I trust Rob, and that's all I really wanted in a financial advisor.