Who We Serve
Looking for a trusted advisor
Whether it's providing an income, careful estate succession planning, or navigating complex family issues, we serve as your trusted guide.
Stewards of wealth
You have invested on your own or inherited an estate and want to be a good steward. You want professional advice because your wealth is important.
We provide financial planning to employees for business owners to attract and keep their cherished human capital.
We are here to advise on your investments and legacy planning no matter where you are in your journey so you can focus on your business.
We advise charitable clients who wish to preserve and grow their capital. We work with people seeking fiduciary advice and with whom we share mutual respect.
As a trusted advisor, our mission is advising you and investing your capital in the pursuit of your long-term goals.
Why an investment advisor?
Objectivity. As a fiduciary, Rule72 provides advice and portfolio solutions in a professional and impartial manner.
Experience. Rule72 has the expertise to carry out all duties associated with serving as your investment advisor, with access to curated custodial solutions for your benefit.
Continuity. We provide seamless, responsive advice and portfolio management aligned with an investment policy statement for your financial plan.
Favorable tax advantages, reviewing tax-loss harvesting opportunities, and devising optimal Roth and IRA conversion strategies are a few examples.