Who we help

We love working with anyone who wants to increase their wealth and financial understanding. We take pleasure in simplifying financial complexity, planning for needs like buying a home for a growing family, and managing the details for everything from income management to required minimum distributions (RMDs) so you can enjoy retirement with confidence.

At Rubey & Rust Capital Management, all of our clients receive personal attention and customized advice and solutions.  Our clients come to us for a variety of reasons:

• I want to engage a highly credentialed advisor to protect and grow my investment portfolio.

• I am a working professional and need a qualified advisor to manage my investments and plan for retirement.

• I am retired and need an advisor to help create current, sustainable income in my portfolio.

• I want to roll over or consolidate my 401(k) Plans into an IRA to have more flexibility.

• I just sold a property or business and need help investing the proceeds.

• I am recently widowed and need assistance investing and managing my portfolio.

• I received an inheritance and need help managing it wisely.

• I am a professional millennial seeking a qualified advisor to help with financial planning.

Perhaps you see yourself as a:

You’re young and just getting started in your professional career. You wonder how you might get good, honest advice and help even though you haven’t yet accumulated significant wealth.

You have advanced in your career and are starting to think about retirement, though you still have a ways to go and face more immediate concerns like raising a family. Even so, you want to make sure you’re saving appropriately for the future while supporting goals like paying for your children’s education and enjoying your desired lifestyle. We can help you create custom investment and financial strategies to help feel excited about your direction while living your life to the fullest along the way.

You’ve saved throughout your career and are ready to enjoy retirement, but you’re unsure whether you have enough to last for the rest of your life. We can help you build a strategy designed to continue growing your wealth in retirement while comfortably withdrawing from your retirement accounts, rather than restricting you to a fixed income. We help accomplish this by investing in assets that tend to yield more income over time while gaining in value so that your overall wealth grows too.

You’ve made it!  But you really don’t want the hassle and worry involved with managing your finances.  Rubey & Rust is here to partner with you so that you can relax and enjoy your retirement.