RB Wealth Partners is a financial planning and wealth management firm based in Cornelius, serving clients in and around the Lake Norman area. The team focuses on building personalized financial strategies, helping individuals and families align their investments and long-term plans with their specific goals. Clients consistently note that the staff takes time to listen, explain complex topics in accessible terms, and adapt recommendations to each person's situation. With availability six days a week and a perfect 5.0-star rating across 27 reviews, RB Wealth Partners has built a reputation for reliability and attentive service in the local community.
VerifiedRB WEALTH PARTNERS
RB WEALTH PARTNERS
Financial planning & wealth - Cornelius, NC
Our services
Comprehensive Financial PlanningWealth ManagementInvestment AdvisoryRetirement PlanningFinancial Goal Setting
Our story
About RB WEALTH PARTNERS.
Good to know
Frequently asked questions.
Where is RB WEALTH PARTNERS located?
RB WEALTH PARTNERS is based in Cornelius, in the Lake Norman area of North Carolina.
What does RB WEALTH PARTNERS offer?
RB WEALTH PARTNERS offers Comprehensive Financial Planning, Wealth Management, Investment Advisory, Retirement Planning and Financial Goal Setting as a financial planning & wealth in the Lake Norman area of North Carolina.
What days is RB WEALTH PARTNERS open?
RB WEALTH PARTNERS is open Monday, Tuesday, Wednesday, Thursday, Friday and Saturday. See the hours above for exact times.
How can I contact RB WEALTH PARTNERS?
You can reach RB WEALTH PARTNERS by phone at +1 704-727-7129 or through their website, or find their full details on this LKN Life profile.
Our reviews
What locals are saying.
Reviews from Google
These reviews are sourced from Google to give you a sense of customer satisfaction as we build our own LKN Life review platform.
5.0
★★★★★
From 28 Google reviews
Showing 5 detailed reviews
J
Joseph
Great experience with RB Wealth Partners—professional, knowledgeable, and genuinely helpful. They make the process easy to understand and tailored to you. Definitely worth connecting with if you’re looking to improve your financial future. 5 stars.
AS
Anthony Seidel
Rob is the very best. He is easy to collaborate with and keeps an open mind, while staying focused on the task at hand. He has great business acumen, making it a no-bainer to work with him. Swayze is always a pleasure to work with as well. They complement each other and truly understand the meaning of professionalism. My wife and I are very thankful to have found a dynamo duo.
SD
Sheila Duncan
Rob is by far one of the best financial professionals I have ever dealt with. I interviewed several before finding him.
I’ve handled and managed my own money my entire life so it was a bit scary as I started looking for a financial planner to turn my years of hard work over to. Rob is very patient with explaining answers to questions that I’m sure are common knowledge in his industry, and I had a lot!
He and his assistant Swayze are incredibly responsive.
Though I am a fairly new client, I am quite certain that this is my vehicle to take me into and throughout retirement.
D
Dave
We have been using Rob as our financial planner and advisor since 2018 and have been very pleased. Rob does a great job of listening to our needs/wants and has assisted us in developing a plan to achieve those goals. I would heartily recommend Rob and RB Wealth Partners.
JR
James Rafidi
Working with Rob has been great! He understands the challenges I face being in the dealership and is able to work around my schedule to meet me and my families financial goals.
Honestly at first when we met we weren't sure of our goals or even next steps but he was able to guide us and then stay with us to make sure we got off on the right foot.
Now, we’re headed in the right direction plus we’ve been able to make better plans for the future and more importantly he keeps us in the know so we can pivot when needed or if we have any ideas or questions he’s been there.