Pursuing your financial goals with experienced guidance

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Jon Schubert, CFP^®, AAMS^®

CEO, Managing Partner, RPW Financial Advisor, RJFS

Brent Bigney, CPFA, AAMS^®, CPFA^TM

CIO, Managing Partner, RPW Financial Advisor, RJFS

Mike Morrison

Vice President of Development, RPW Financial Advisor, RJFS

Adam Stalcup, CFP^®, CPFA™

COO, RPW Financial Advisor, RJFS

Amy Tesi

Client Service Associate

Stacey Hytree

Client Service Associate

Julie David

Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Unique solutions for business owners and entrepreneurs.

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Helping you manage your financial success

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Delivering strategic solutions to support and sustain the mission...

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Sophisticated expertise in planning for today and future generati...

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Understanding the challenges women face and how to help.

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It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

Robert Kiyosaki

Pursuing your financial goals with experienced guidance

Dynamic thinking makes a difference

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Business Owners

Corporate Executives

Endowments & Foundations

Family Offices

Women Investors