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December 2023 by Asher Weinfeld
RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!
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December 2023 by Shamika McElroy
Been working with RVW Wealth, LLC and Gerber & Co LLP for 4 years. So great to work with such an awesome team of knowledgeable people. It really feels like a family and I absolutely love it!
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December 2023 by Tawny To
Love working with RVW as a team-member and as a client. I see firsthand how they treat each client. They are particularly great at keep me informed on my investments. They are very professional and knowledgeable.
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November 2023 by Art S.
my wife and I have been RVW for about 12nyears. we've experienced nothing but satisfaction. they are at the top of the hill. Jonathan and the whole crew are great.we sleep soundly when it comes to our investing.
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October 2023 by Sheldon Elias Schiffer
My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.
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September 2023 by Drew Wallis
Great company to work for! Have seen first-hand attention and detail clients are given on a daily basis.
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September 2023 by David Jacob
Love working with RVW as a team-member and as a client. I see firsthand how they treat each client. They are particularly great at monitoring my investment portfolio and keeping me informed on my investments.
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September 2023 by Phil Evans
As a business consultant for physicians I have found a reliable and long term financial manager in RVW WEALTH. My clients have utilized their services for over 10 years. Their performance has been excellent. I highly recommend them.
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May 2023 by Edward Dwyer
I've been a client of RVW for the past 8 months and have been thoroughly impressed with their services. The team has done an excellent job in managing my portfolio and keeping me informed about my investments. They have a holistic approach to finance and take into consideration all my assets and investments when offering advice. What sets them apart is their personal touch and commitment to helping me achieve my long-term financial goals. I have complete trust in the team and feel secure knowing that they have my best interests at heart.
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March 2023 by Phil E.
Been associated with this firm prior to inception. As a business consultant for 43 years I have been very selective as to my referrals. Initially as a CPA referral and than as an Investment firm I have had nothing but excellent feedback from my clients. The professionalism and long term perspective of RVW has been highly beneficial.
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November 2022 by Sarah baldwin
Stephen is an incredible financial advisor. I have worked with a handful of others at some of the top investment firms and Stephen far surpasses the others I've worked with. He will always take the time to explain anything I don't understand and he does it in a completely understandable and digestible way. It's the first time I haven't questioned my investment portfolio, I'm so glad to be working with him!
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October 2022 by I Kichaven
We have been clients of RVW for quite a few years and are extremely pleased with their service and advice. We appreciate the accessibility and pro-active outreach to keep us apprised of our account(s) along with the their overall financial-whole approach, taking all assets and investments into consideration. We have complete trust in Jonathan and Kelly as they provide a much-appreciated sense of security (as best as one can in this mercurial market). They offer a very personal touch and have a sincere interest in helping us reach our longterm goals, which have become even more meaningful in our retirement years.
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October 2022 by Morgan Vickers
As an employee of RVW Wealth, I can say it has been one of the best opportunities for career growth! Since joining, I have experienced the most optimistic and productive work environment in my career so far.RVW Wealth goes above and beyond to provide peace of mind to our clients. I can say that this is truly our number one goal when we show up every day.I enjoy working with our knowledgeable advisors and look forward to being a part of this team as we continue to grow in a positive direction!
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October 2022 by Dylan Scott
Joining the RVW Family is one of the best decisions I have made. RVW puts their clients first and works diligently to provide an exceptional experience. The RVW team is a family that provides you the peace of mind that everyone deserves. I love being apart of the RVW Family and you will be too.
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October 2022 by A Rubin
My wife and I have had the pleasure to work with Jonathan and the entire RVW Wealth Team for over a decade now. Their unrivaled attention to detail, their incredibly talented and professional team, and last but certainly not least, their warmth and generosity have made us life-long partners. We would not imagine trusting our financial planning to any other group. If you value superior service, advice and trust, look no further than RVW Wealth.
