HOW WE HELP YOU
About Rust Wealth Management
We’re a professional wealth management firm that delivers custom financial solutions tailored to your unique challenges and goals. Our expertise lies in the development, implementation, and ongoing management of personalized portfolios and diversification strategies designed specifically for you. Our mission is to help you build wealth and maintain financial security—every step of the way.
We believe that the more you understand, the more confident you’ll feel when making financial decisions. Rust Wealth Management was founded to provide personalized, education-driven investment advice. As a full-service financial firm, we’re committed to helping individuals and business owners pursue and achieve their financial goals. We offer a comprehensive range of financial products and services designed to meet your needs.
President/Founder
OUR SERVICES
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. The planning process begins with in-depth information gathering with a focus on important relationships, expectations and concerns focusing on retirement, lifestyle goals, resources and risk tolerance.
Once established, a Financial Goal Plan will be put in place to allow you a centric “play zone” to customize your needs, wants and wish list for retirement and beyond. Budgeting concerns and risk and lifestyle concerns and can be addressed for a full planning experience.
Serving you, our clients
The world of investing is constantly changing. Since 2001, there are more ways then ever to save for things like retirement and college. The investment markets have also been volatile the past few years and people have become concerned with protecting their assets. We believe it’s more important then ever to be personal, creative, and to listen to each of our client’s individual goals.
I believe the individual investor has been under-served. Investors both large and small may be overwhelmed with information but not provided the tools to sort out the good from the bad as well as truth from hype. They are looking for partnerships not salesmanship. Often those partnerships are formed with tax, legal and real estate pros as well as investment professionals.
We look to provide partnerships with professionals who also see their clients in terms of relationships, not transactions. We intend to fully and completely serve each and every one of our client’s needs through education, resources, and a spirit of entrepreneurship.