Most firms manage portfolios.
We tend to the relationship first, and let the portfolio grow from there.
Rich Brooks spent years inside large institutional firms watching clients drift from the decisions that mattered most. The traditional system wasn’t built around the client. It was built around the firm.
RNB was founded on a different premise: the depth of the relationship shapes the quality of the outcome. The work begins with an authentic conversation to shape the plans that follow.
Going independent meant freedom to invest without a pre-approved product list, and full accountability for every outcome, even when our view runs against the consensus.
Advisory built for the contours of real wealth.
For individuals, families, and business owners who have outgrown the one-size-fits-all model.
- Security selection
- Alternatives
- Tax-sensitive execution
- Active oversight
- Retirement planning
- Estate coordination
- Specialist network
- Life-event planning
From first conversation to long-term partnership.
Every relationship begins with a conversation to understand what you want to accomplish and the life it’s meant to support.
Built from experience.
Tested by life.
Richard N. Brooks grew up in suburban Philadelphia and graduated from Penn State, later serving clients through Merrill Lynch, Citigroup, and Wachovia. That experience gave him a thorough institutional education, and revealed the gap between the people managing portfolios and the clients whose lives those portfolios were meant to serve. He left to build a different path.
He founded RNB Wealth Management Group as an independent practice where the person managing your money is the same person who understands your life and is willing to act independently on your behalf, in your best interest. That commitment has produced an average client relationship of fifteen years, with his longest-tenured client now entering year twenty-eight.
Rich brings the same discipline outside the office. He has summited mountains, completed triathlons, and skied backcountry terrain. The landscape photographs throughout this site are his, quiet evidence of a man who pays attention to what others walk past.
He is a husband and father to two children (and one rescue dog).
The conversation
starts here.
You ask, we listen, and together we figure out whether there’s a fit.