Welcome to RVW Wealth

Your trusted financial service partner - objective, simple and low-cost advice from fiduciaries you can trust.

OUR STORY

A wealth practice built on a tax and accounting foundation

At RVW Wealth, we are dedicated to delivering the highest quality investment management and related services to our clients. RVW Wealth, LLC was founded in 2006 by senior partners of a successful CPA firm (Gerber & Co. Inc.), which was formed in 1986.

Drawing from that legacy, our wealth team includes CPAs, personal financial planners, tax specialists and economists - all to provide you with the sound perspectives you need to invest intelligently.

In-house tax and planning expertise

Planning, portfolio management and tax strategy coordinated by one team.

Independently owned, fee-based

We are not tied to a family of funds or any investment product provider.

Since 2006

Nearly two decades of service

Servind individuals, families, institutions and foundations since 2006.

WHAT WE BELIEVE

Today's investors yearn for objective,
simple and low-cost advice

We believe in providing investment advice using time-tested investment methodologies that are based on extensive quantitative methods and sound research. Our goal - within your stated levels of acceptable risk - is to attain your investment objectives so that you can enjoy the pleasures of daily living.

Credentialed Experts

We are fee-based managers whose sole financial goal is to help you reach yours in a planned and systematic manner.

Quantitative Discipline

We are your fiduciaries and always act solely in your best interests, which we placed ahead of our own.

Fiduciary, Always

We are absolutely objective and bottom-line oriented in all our financial recommendations and strategies.

~2 Billion

ASSETS UNDER MANAGEMENT

Since 2006

YEARS OF EXPERIENCE

CPA - CFA - PFP

OUR CREDENTIALED EXPERTS

AWARD-WINNING FIDUCIARY GUIDANCE

Award-winning fiduciary guidance

Our commitment to providing objective, client-first financial advice has been recognized by the Los Angeles Business Journal, which named RVW Wealth as one of the Largest Money Management firms, and we are proud to be in Forbes America's Top RIA Firms. This recognition reflects our dedication to the financial success and peace of mind of our clients.