<#-- Rebranding: Header Logo--> <#-- Rebranding: Footer Logo-->

David Robinson

CFP®
Personal Finance, Retirement, Investing
94%
Helpful
0
Answers
4
Articles
4
Followers
“A seasoned fiduciary who advises HNW clients on wealth management, financial planning and investing to meet life goals, David Robinson always puts his clients' interests first by providing objective advice and full disclosure.”
Firm:

RTS Private Wealth Management

Job Title:

CEO and Founder

Biography:

David Robinson is CEO & Founder of RTS Private Wealth Management. He specializes in helping professional athletes, doctors, and executives prepare for the future by creating custom-tailored wealth management plans for each client he serves. As a CERTIFIED FINANCIAL PLANNER®, he takes a holistic view of his clients’ financial goals, including retirement planning, growing and protecting wealth, managing taxes, identifying insurance solutions and implementing effective estate plans.

David serves a select group of clients nationwide who are either planning for or currently enjoying retirement. What his clients have in common is a high degree of success in achieving their professional and business goals. They also share a strong interest in preserving and growing their life savings. David’s clients find that having a sound wealth management plan in place can help them lower taxes, increase their monthly income and obtain better protection for their financial future.

David founded the firm in 2000 with a mission of helping successful individuals simplify the complexities of managing wealth. To achieve that goal, he acts as a personal Chief Financial Officer for families with significant assets. With experience managing client portfolios through two recent bear markets (2000-2002 and 2008-2009), David and his team have developed highly effective strategies for hedging risk and generating attractive returns for clients in all market environments. Since founding the firm, David has continued to recruit some of the top talent in the business in order to meet the growing needs of his clients and his firm.

RTS Private Wealth Management is an independent Registered Investment Advisor, providing clients with fiduciary wealth management services including financial planning, as well as objective guidance and advice. As a fiduciary, David is required by law to act in the best interest of his clients at all times. David is focused on helping clients achieve their financial goals.

Reflecting a strong commitment to his local community, David is past co-chairman of Money Smart Kids of Arizona, a nonprofit organization that has helped parents and their children make more informed financial choices. He served as a financial instructor at the Franciscan Renewal Center for couples who are about to be married in the Phoenix Catholic Diocese for 10 years. In addition, he is a past member of the Finance Council at St. Thomas the Apostle Catholic Church in Phoenix and a past board member of Catholic Charities of Phoenix. David and his wife Libby have three children—Luke, Nathanael and Josephine.

Assets Under Management:

$269 million

Fee Structure:

Fee-Only

CRD Number:

4484256

Disclaimer:

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by RTS Private Wealth Management), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from RTS Private Wealth Management.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  RTS Private Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice.  A copy of the RTS Private Wealth Management’s current written disclosure statement discussing our advisory services and fees is available upon request. 

All Articles
Sort By:
Most Helpful
April 2018
    Investing, Asset Allocation, Stocks
May 2018
    Bonds / Fixed Income, Investing
September 2018
    Stocks, Investing, Starting Out, Asset Allocation, Bonds / Fixed Income
August 2018
    Retirement, Retirement Plans, Retirement Savings

No Answers Posted