Check the background of this firm on FINRA’s BrokerCheck

company overview

RPg Family Wealth Advisory, LLC is an independent multi-family office advisory group that provides comprehensive family wealth planning strategies and fiduciary services through a professional cadre of experienced and dedicated financial advisors. Through relationships based on trust and understanding, and the convergence of our clients’ values with our own values, resources and expertise, we help clients achieve their most important financial and personal goals. As stewards of your wealth plan, we put your interests first, acting with integrity and striving for excellence in every facet of our practice. As your trusted family wealth advisors, we are dedicated to helping our clients plan well, invest well and live well.

RPg Family Wealth Advisory, LLC is a subsidiary of Risk Paradigm Group Holdings, LLC, a financial services firm that provides high net worth individuals, families, businesses, charities, foundations and endowments with investment advisory and management services. We have offices in Austin, Boston and Detroit.

resources

strategic partners

Through partnerships with many of the industry’s leading financial firms, RPg Family Wealth Advisory offers clients a spectrum of wealth management strategies and solutions. These include opportunities in the global capital markets, advantageous lending arrangements, investment banking, risk mitigation, insurance, family office, estate and tax planning services — and much more. Our relationships with premier asset management firms facilitate access to sophisticated investment opportunities in both traditional and alternative asset classes, as well as top quality research and analytical services.

thought leadership

Through white papers, topical research reports and market commentary, we share insights with clients because we believe that the best decisions are informed decisions. We are dedicated to providing the financial education and ongoing analyses that can help you and your family participate with confidence in the wealth management process.