Robinson Tigue Sponcil

We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values. You will have an experienced wealth manager providing personal service with your long-term interests always at the forefront.

You have worked hard to build up your assets, and now it's time to ensure you will be able to enjoy an active, stress-free retirement. We are proud to serve those who have managed a successful business, pursued a distinguished career, or helped raise a family, as they embark on new chapters in their lives.

When was the last time your financial advisor, tax consultant, lawyer, estate planner and insurance specialist all sat down together to review your financial plan? We team up with all of your advisors to create a wealth management plan built around your unique circumstances, needs and objectives. This integrated approach allows us to consider every aspect of your financial life before making recommendations and implementing solutions.

The first part of the process is Investment Consulting, the astute management of investments over time to help achieve your financial goals. We will outline your goals and challenges and then design an investment plan taking into account your time horizons and tolerance for risk. We will also monitor your portfolios and your financial situation regularly, making adjustments to the investment plan as needed.

The first group includes the RTS wealth manager and you, along with any family members you want to involve. The second group includes those within the network of financial professionals that your RTS wealth manager will assemble to serve you. These are experts he or she may call upon to address specific issues.