Rubin Wealth Advisors

Rubin Wealth Advisors RWA is a politically conservative investment advisory for politically conservative investors.

After 34 years of living with us, Scott is getting ready to take a huge step and move into The IDDEAL Place this October...
07/09/2026

After 34 years of living with us, Scott is getting ready to take a huge step and move into The IDDEAL Place this October.

We are excited, nervous, scared, and incredibly proud all at once. Most of all, we are proud of Scott for wanting to take this step toward a new chapter of independence.

A heartfelt thank you to The IDDEAL Foundation, Nancy Pulte Rickard, and the Pulte Family Charitable Foundation for stepping up in such a meaningful way to help make this beautiful facility possible.

WPTV recently shared a story about The IDDEAL Place, including a video interview featuring Bob and Scott. You can read the article and watch the story here:

https://www.wptv.com/news/palm-beach-county/iddeal-place-gives-adults-with-disabilities-a-place-to-call-home

We cannot wait to celebrate Scott’s new home with everyone at a housewarming party soon. And yes, he still loves Starbucks. ;)

07/07/2026

Trump Accounts are officially here, and they may be worth a closer look for parents and grandparents.

These new accounts are designed to help children start investing early, giving their money more time to grow through the power of long-term compounding. For families who want to give their kids or grandkids a stronger financial foundation, this could be a meaningful opportunity to explore.

Interested in setting one up for your child or grandchild? Schedule a call with Bob today to learn more: https://www.rubinwealthadvisors.com/contact-a-politically-conservative-financial-advisor/

07/04/2026

As we celebrate America’s 250th birthday, we are reminded of how remarkable this country truly is.

For generations, America has stood for freedom, opportunity, and prosperity. This Fourth of July, we are grateful for the values that built this nation, the people who protect them, and the responsibility we share in preserving them for the future.

Wishing you and your family a safe, meaningful, and patriotic Independence Day from all of us at Rubin Wealth Advisors.

Tax breaks are just one part of a larger strategy. Coordinating decisions across your portfolio can help improve tax eff...
06/09/2026

Tax breaks are just one part of a larger strategy. Coordinating decisions across your portfolio can help improve tax efficiency over time. See how a more proactive approach comes together on our tax planning page. https://www.rubinwealthadvisors.com/tax-planning/

Address

1200 N Federal Highway, Suite 200
Boca Raton, FL
33432

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15612881111

Website

Alerts

Be the first to know and let us send you an email when Rubin Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category