As a consultative process, wealth management involves aiming to meet the needs and wants of high-net-worth individuals by offering them informed and strategic financial services. It brings together several different financial services into one comprehensive package, all of which are overseen by a dedicated team of investment professionals to help ensure that everything is proceeding along as efficiently as possible.

The first step in wealth management always involves reaching out to one of our wealth managers at Rushmore Capital Partners so that we can learn as much about your goals and personal risk tolerance as possible. Once we have the opportunity to spend a considerable amount of time getting to know you in order to understand your full financial picture, we can get to work on designing a custom, multi-strategy investment approach that aims to ensure your accounts are always being managed in an effective fashion, towards achieving your personal goals.

Any individual looking to grow their net-worth or preserve their assets that may want the comprehensive management of their finances should look into the services of a wealth management professional.

An Active Approach

Our multi-strategy approach aims to reduce risk and volatility while providing consistent returns through active money management.

Customized for You

Our strategies allow us to customize a client’s allocation to ensure their portfolio is tailored based on their current and future personal and investment goals.

Service & Communication

We form partnership as we elevate your financial being. Our dedicated client service team is here to serve our clients and ensure they are always updated about their investment goals and portfolio.