Our first priority is serving the interests of our clients - not the interests of a bank, broker, or insurance company. Rexford Capital Wealth Management is an independent fee-only investment advisor that manages individual investment portfolios for high net worth individuals, retirement plans, and trusts.
Services
Rexford Capital was founded by Robert Rexford CFP(R), a financial planner and portfolio manager, who has provided financial advice and wealth management services to affluent clients since 1990. Robert has created a team of fiduciaries, attorneys, accountants, and investment advisors to offer affluent households a holistic approach to wealth management.
To understand your personal and financial circumstances, we begin by asking a series of questions, from health and life-expectancy to goals and needs. We identify goals and apply reasonable assumptions and estimates, such as inflation rates, tax rates, life expectancy, investment returns, and other material assumptions and estimates.
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