The advantage of putting your vision into practice
You didn’t become successful by trying to do it all on your own – you surrounded yourself with strategic experts. Now you can apply that same skill to your financial management team.
Liberate your time
You’ve spent years growing your financial success. Now is the time to delegate operations and free up your priceless time.
Improve your efficiency
Consolidated management means all your advisors are on the same page, leading to faster, more effective service.
Access industry leaders
The discerning advisors at Rich & Company are rooted in experience while staying on top of today’s changing financial landscape.
Your financial structure works best when aligned with your unique goals
No two financial situations are exactly alike. You have your own individual objectives and desires, and your overall financial plan needs to support those goals with purpose and power. With Rich & Company, you’ll have our undivided attention as we craft the structure that gets you from here to there, no matter where that may be.
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Security for today, a legacy for tomorrow
Having a dedicated family office and cohesive financial structure isn’t just about looking to the future. It makes your financial life easier in the here and now, lifting the burden of day to day tasks and providing peace of mind that yes, your personal business is handled – even if you haven’t looked at it in weeks.
You should own your wealth, not live with your wealth owning you. Shift the burden to Rich & Company and take back your time.
Your financial powerhouse
Who is managing your financial life is just as important as what they are doing. Meet the Rich & Co. team of committed professionals, ready to move forward as your trusted partner.
David Rich
Managing Director, CPA
As the team leader, David has the final approval on all advisory matters, including investment recommendations…
Noah Gibson
Junior Staff Accountant
Noah Gibson is a dedicated and detail-oriented Junior Staff Accountant. Responsible for financial statement …
Elizabeth Bruesch
Office Administrator and Client Services Manager
She supports the day-to-day operations and business development efforts. She maintains…
Caitlin Pruitt
Client Accounting Assistant
Caitlin Pruitt brings her passion for numbers and commitment to excellent client service to our team.
