The Right Partners for You
At RDG Capital Management, we specialize in offering tailored Private Wealth Management and Corporate Retirement Solutions for individuals and businesses seeking strategic and comprehensive financial guidance.
Who We Serve
As experienced business leaders who understand the complexities of both the business and financial landscapes, we’ve seen firsthand how disconnected advice can hinder success. Our mission? We bring all the experts you need under one roof — your tax advisor, estate planner, financial advisor, and more — into one room to create a unified, no-hassle strategy that covers your entire financial future. If your advisor isn’t already with us, we make sure they’re part of the conversation. All your advisors, all in one place, working together for your success.
Established Business Owners
We built RDG Capital Management because we were tired of seeing business owners and motivated individuals juggling multiple advisors who don’t communicate, leading to fragmented guidance and missed opportunities. Whether you’ve recently sold your business or are looking to plan an exit strategy or succession plan, we understand the complexities that come with managing your wealth post-exit.
Key needs we address:
- Financial lifestyle management post-business sale
- Coordinating investment strategies and tax planning
- Simplifying wealth management through a single point of contact
- Succession Planning
Individuals Seeking a Unified Wealth Management Approach
Looking for a customized approach that fits your family’s goals & legacy? Are you looking to secure your financial future? Many families lack a clear financial roadmap, and at RDGCM, we specialize in providing a unified, coherent strategy for managing your family’s wealth. Our approach ensures that every aspect of your finances—whether it’s investments, estate planning, or tax strategy—is seamlessly integrated into one comprehensive plan.
Key needs we address:
- Building a clear, long-term financial plan
- Consolidating and simplifying wealth management
- Coordinating investment, estate, and tax strategies
Driven Executives and Industry Leaders
As a high-achieving executive or industry leader, you’ve worked hard to get where you are. Now, you need a financial partner who can keep up with your ambitions and provide you with expert-level guidance. RDGCM offers sophisticated wealth-building strategies that help you manage risk while maximizing growth. Whether you’re planning for retirement, looking to expand your investment portfolio, or seeking a comprehensive tax-efficient strategy, we have the expertise to support your goals.
Key needs we address:
- Expert guidance on complex financial strategies
- Wealth-building and preservation for executives
- Personalized retirement planning and investment management
High Net Worth Individuals
Managing substantial wealth comes with its own set of challenges. RDGCM is experienced in working with high-net-worth individuals, providing the personalized strategies needed to navigate complex financial landscapes. From estate planning to tax-efficient investment strategies, we ensure that your wealth is managed with the utmost care and precision.
Key needs we address:
- Managing complex wealth and tax strategies
- Estate and legacy planning for high-net-worth families
- Risk management and investment diversification