RG Wealth Management brings institutional-grade U.S. market strategies to investors who believe in the strength of the American economy.
$2.4B+
Assets Managed
15+
Years Experience
500+
Active Clients
At RG Wealth Management, we believe the American market remains the most powerful engine for wealth creation in the world. Our strategies are built on deep market analysis, disciplined portfolio construction, and an unwavering belief in American enterprise.
Whether you're building your first portfolio or managing generational wealth, our team delivers institutional-grade expertise with a personal touch that puts your goals first.
Active and passive strategies tailored to your risk tolerance and growth objectives across U.S. equities, fixed income, and alternatives.
Comprehensive wealth planning including retirement strategies, tax optimization, estate planning, and insurance analysis.
Proprietary research and real-time market analysis powered by data-driven insights into American market trends and opportunities.
RG Wealth Management operates as a fee-only fiduciary, meaning we are legally obligated to act in your best interest. Our fee structure is fully transparent with no hidden commissions or conflicts of interest.
$500,000
All client accounts are protected up to $500,000 per customer, including $250,000 for cash claims, through SIPC membership.
Real-time insights into the markets that matter. Powered by institutional-grade data and analytics.
5,234.18
39,512.84
16,340.87
Our disciplined approach has consistently delivered strong risk-adjusted returns, outperforming the benchmark across multiple market cycles.
* Past performance does not guarantee future results. Returns shown are net of fees. See disclosures for full methodology.
Cumulative Return
+182.6%
Since 2019
Avg. Annual Return
+20.0%
6-Year Average
Max Drawdown
-11.8%
vs S&P -19.4%
Growth of $100,000
$282,600
“RG completely transformed how I think about my portfolio. Their team identified tax inefficiencies that saved me over $60K in my first year alone.”
Michael R.
CEO, Tech Startup
“After 20 years with a big bank advisor, switching to RG was the best financial decision I've made. The transparency and personal attention is unmatched.”
Sarah K.
Retired Physician
“Their market research is institutional quality. I get the same caliber of analysis that billion-dollar funds use, tailored to my specific situation.”
David L.
Managing Partner, Law Firm
4.9/5
Client Rating
98%
Retention Rate
72
Net Promoter Score
Everything you need to know about working with RG Wealth Management. Can't find what you're looking for? Reach out to our team directly.
Our managed portfolio accounts start at a $250,000 minimum. For our advisory-only financial planning services, we offer engagements starting at $5,000 annually. We believe in making institutional-grade guidance accessible to serious investors at every stage.
We charge a transparent, tiered management fee based on assets under management (AUM), typically ranging from 0.50% to 1.00% annually. There are no hidden fees, no commissions, and no transaction charges. As a fee-only fiduciary, our compensation is aligned directly with your portfolio growth.
We manage individual and joint brokerage accounts, Traditional and Roth IRAs, SEP-IRAs, 401(k) rollovers, trust accounts, and corporate investment accounts. We also coordinate with your existing 401(k) and 529 plans to ensure your complete financial picture is optimized.
Client assets are held at leading custodians like Charles Schwab and Fidelity — never in our own accounts. All accounts are protected by SIPC insurance up to $500,000 per customer. Additionally, our custodial partners carry excess SIPC insurance for added protection.
Absolutely. You maintain full ownership and access to your accounts at all times. There are no lock-up periods or withdrawal penalties. You can transfer or withdraw funds whenever you need to, typically within 1–3 business days.
While we leverage technology for portfolio optimization and tax-loss harvesting, every client works with a dedicated advisor who understands your complete financial picture. We provide personalized strategy, proactive tax planning, and direct access to your advisor — not a chatbot.
Join hundreds of investors who trust RG Wealth Management to grow their wealth through the power of the American market.
Schedule a ConsultationWhether you're looking to start investing or optimize an existing portfolio, we're here to help you navigate the American market with confidence.
Email: contact@rgwealth.com
Phone: (555) 123-4567
Office: New York, NY