RVW Wealth LLC, a leading firm in wealth management originating from Los Angeles, is delighted to celebrate the 5th anniversary of its Memphis office. Established in October 2019, the Memphis branch has experienced significant growth, now occupying a third suite at its Kirby Parkway location. This anniversary is a landmark in RVW Wealth's journey, reflecting a successful and rapidly expanding client base. To commemorate this milestone, RVW Wealth will host an open house on November 13, 2024, from 4 PM to 6 PM. Attendees will enjoy a bourbon tasting led by Glenn Hopper, a distinguished expert in the field, and an art exhibition by renowned artist Jeannine S. Paul.
The firm anticipates this event will reflect both its appreciation for and commitment to the Memphis community. Jonathan Gerber, CPA, Co-Founder and President of RVW Wealth, expressed profound gratitude for the trust and support received from local clients. Gerber highlights the firm's evidence-based and fiduciary approach, which targets clarity and transparency in financial strategies. This client-centric philosophy is a testament to the relationships built and the expert team established in Memphis. Selwyn Gerber, CPA, Founder and Chief Strategist, underscored RVW Wealth's mission to offer clients comprehensive financial plans akin to a GPS for financial optimization.
The Memphis office's success illustrates the demand for data-driven and personalized financial planning strategies, emphasizing the firm's commitment to client empowerment through strategic wealth management. Jesse Picunko, CFA, Senior Portfolio Designer, emphasized RVW Wealth's unique approach. The firm's holistic methodology integrates aspects like tax minimization and wealth optimization, aligning portfolios with individualized growth and security goals. This customized approach is inspired by the firm’s grounding in decades of academic research and insights from investment luminaries such as Warren Buffett, Eugene Fama, and Richard Thaler.
RVW Wealth distinguishes itself with a pure fiduciary model, prioritizing the best interests of clients without conflicts of interest or sales-driven agendas—unlike many large banks and wirehouses. The celebration will take place at RVW Wealth's office, 1790 Kirby Parkway, Suite 127, Memphis, TN. To attend, RSVP via email to [email protected] or call 310.279.4994. Founded in 1986 in Los Angeles, RVW Wealth specializes in tax optimization and evidence-based wealth management. It creates tailored financial solutions, integrating investment strategy with holistic financial planning to ensure long-term client prosperity.
For further details, visit RVW Wealth's website at www.RVWWealth.com or contact Morgan Vickers at 901.450.4102 or [email protected].
