How does the advisor help clients – Key Takeaways:
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC provides clients with comprehensive financial services and expert advice to help them achieve their financial goals. They prioritize building strong relationships with their clients and providing personalized, tailored solutions to meet their specific needs.
Facts and Insights
- Assets Under Management: $500 million (As of January 2021)
- Number of Advisors: 8
- Time in Business: 15 years
Financial Services Offered
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients grow and protect their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small business owners. They have experience in working with clients at all life stages, from young professionals just starting their careers to retirees looking to preserve and distribute their wealth.
Fees & Compensation
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC operates on a fee-only structure, meaning they are compensated through a percentage of the assets they manage for their clients. This aligns their interests with their clients’ and ensures they work in their clients’ best interests at all times.
Background
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC was founded in 2006 by financial experts Richard Werba, Glenn Rubin, and Jason Papier. They have over 50 years of collective experience in the financial industry and a strong track record of helping clients achieve their financial goals. The firm is committed to ongoing education and staying up-to-date with market trends and changes in the financial industry.
Financial Advisor Disclosures to Know
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or conflicts of interest. They are registered with the Securities and Exchange Commission (SEC) and are held to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times.