Rudin & Rubin Financial Group of Wells Fargo Advisors
Financial Planning & Investments
Member: Tony Rubin
ony and his team provide comprehensive, consultative, investment planning and wealth management services to affluent individuals and families. Additionally, Tony assists public and private business executives and owners advising them through significant liquidity events including pre and post event advanced planning, hedging and diversifying concentrated holdings, and investment consulting. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward pursue your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals. Each member of The Rudin & Rubin Financial Group, and our support specialists, are committed to you. In order to make sure the investment consulting and advanced planning are tightly coordinated, our team works closely with all of your advisors. This often includes estate attorneys, accountants, bankers and insurance agents. Working as one team, we help optimize efforts across all of the interrelated pieces of your financial life. We believe the longevity of our team’s client relationships is a testament to our commitment to providing valuable advice. You may also visit our website at www.randrfinancialgroup.com