RGT Wealth Advisors

About The Fund

RGT Wealth Advisors is a Dallas-based financial advisory firm that has been managing wealth and providing customized financial planning services since 1985. They cater to individuals and families, focusing on offering a personalized approach to investment management and financial planning to meet the unique needs of their clients. Directed toward the IT and TMT industries, their investment stance seems to integrate technology's influence on creating distinctive wealth management strategies. RGT Wealth Advisors, which operates under the brand name Corient, boasts of managing $185 billion in client assets, demonstrating their significant experience and success in the financial advisory domain. Their team of over 240 partners nationwide suggests a comprehensive network in place to support a diverse and extensive clientele.Their services encompass comprehensive family office services, which include tax services, trust services, personal CFO services, and lending services. Additionally, they also offer access to private aviation services. Apart from these, they focus on wealth planning and investment management, highlighting their dedication towards wealth preservation and growth over time.Their wealth management services are detailed with an emphasis on setting up their clients for long-standing legacies and simplifying their financial lives. The services are designed to handle the wealth from a 360-degree perspective, which is indicative of their holistic approach to wealth management.RGT Wealth Advisors clearly positions themselves as fiduciaries, putting their clients' interests first, with a promise to exceed expectations and deliver substantial support for long-term financial health and legacy building. This commitment is reflected in their comprehensive list of offerings and the extensive resources they dedicate to catering to their client’s financial needs.Their website provides a portal for existing clients, an option to find a wealth advisor, and access to various insights through news updates. Corient's presence as a brand of RGT Wealth Advisors serves to reach a broader audience, ensuring potential and current clients are provided with extensive information regarding the firm's services and approach to wealth management.