Who We Serve
Built for the Moments That Matter Most
Every client is different. We serve founders, professionals, families, and retirees with wealth management designed around the challenges unique to each stage of life.
Talk to an AdvisorTech Founders & Executives
You’ve built something valuable, now your net worth is concentrated in a single stock, option grants are vesting, and every liquidity decision carries tax consequences. You need a strategy that protects what you’ve earned while positioning you for what’s next.
How We Help
- Concentrated stock diversification and risk management
- Stock option and RSU exercise planning
- Tax-efficient liquidity event strategies
- Charitable giving and estate structuring
Professionals
High income, demanding career, limited bandwidth. Between deferred compensation, equity awards, and retirement plan decisions, your finances have outgrown a DIY approach. You need a partner who sees the full picture and acts on it.
How We Help
- Deferred compensation and benefits optimization
- Tax-aware portfolio construction across account types
- Cash flow planning around irregular income
- Retirement readiness analysis and goal tracking, try our retirement calculator
Families
Growing wealth brings growing complexity, college funding, aging parents, insurance gaps, and the question of how to transfer assets to the next generation. You need coordinated planning that keeps every piece aligned.
How We Help
- Education funding and 529 plan strategies
- Multi-generational wealth transfer and estate planning
- Insurance review and risk protection
- Family governance and financial organization
- Understand how inflation erodes purchasing power over time, use our inflation calculator
Retirees
You’ve spent decades accumulating. Now the challenge is distribution, drawing income without eroding your portfolio through excessive fees or poor tax planning, and ensuring your plan lasts as long as you do.
How We Help
- Sustainable withdrawal and income distribution planning, explore our withdrawal simulator
- Social Security and Medicare optimization
- Required minimum distribution strategies
- Legacy planning and beneficiary coordination
Institutions, Endowments & Nonprofits
Beyond individuals and families, Rubric serves institutional clients through our Outsourced Chief Investment Officer (OCIO) services, acting as a dedicated investment office for organizations that need professional investment oversight without an in-house investment team.
We work with endowments, foundations, charitable trusts and other nonprofit organizations, religious organizations, healthcare systems, corporate operating and reserve accounts, insurance reserves, and pension and other retirement plans.
Learn more about our OCIO services
One Standard for Every Client
Regardless of where you are in life, you get the same thing: a fee-only fiduciary who puts your interests first. No commissions, no proprietary products, no conflicted product sales. Just objective guidance built around your goals.
Let’s Talk
Find Out How We Can Help You
Book a complimentary consultation. We’ll listen to your situation, answer your questions, and outline a path forward, with no obligation.
Get in Touch