Individuals turn to RDG Wealth Management, LLC when searching for a personal advisor who appreciates the emotion that comes with making financial decisions. From retirement planning to estate conservation, our advisors’ front-page expertise helps our clients through the difficult financial decisions, which can deliver peace of mind & confidence about the choices they face.
Each one of our clients has a unique story and come from all walks of life. Regardless of profession or life stage, our clients never feel alone when making personal financial decisions. We understand that when life changes, your plan may need a change, and we will be there every step of the way.
Our mission is to help our clients realize their financial dreams, and to ensure they’ll have access to professionals to guide them through the difficult choices in life. Our approach begins by obtaining a clear understanding of our clients goals, defining a path for achieving those goals, and regularly monitoring their progress when their needs change.
RDG Wealth Management’s advisors utilize a comprehensive approach to financial planning which includes a mix of individualized services. For help in any of these areas, please contact us today.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. RDG Wealth Management, LLC and Cambridge are separate entities, independently owned and operated. Cambridge may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where Cambridge and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Andy Roberts is securities registered in CA, FL, NC, NJ, NY, and VA. Tom Queri is securities registered in CA, FL, NJ, NY, UT and VA. Health and other non-variable insurance products are not offered through Cambridge. Information provided should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. For financial calculators please visit: http://www.finra.org/investors/tools (if you cannot access this link, please copy and paste into your browser). Cambridge did not assist in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of Cambridge. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Cambridge is not responsible for information contained in websites or literature referenced herein. Cambridge, RDG Wealth Management and companies with websites listed herein are separate entities, individually owned and operated. Cambridge does not offer tax advice. Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
RDG+Partners wants to be the primary advisor for motivated business owners. The firm is committed to providing boutique level accounting, tax and business consulting services to the Rochester, NY community.