retire with peace of mind
we help you protect and grow your wealth
with a tax-smart plan
FEATURED IN
You are approaching or ARE in retirement AND You may be asking...
How can I reduce taxes during retirement?
How do I create a sustainable income stream from my portfolio?
How should I be investing in retirement?
WE offer complete wealth management solutions tailored to your unique RETIREMENT situation
Figuring out how to manage your wealth while approaching or during retirement can be stressful. Our goal with clients is to make the process simple. We will build you a tax-smart wealth plan, share unbiased advice, and show you how to turn your money into a sustainable income stream to set you up for success.
WealthBuilders is a fee-only, fiduciary Registered Investment Advisor – this means we are only compensated by clients and are legally required to put their interests first.
How we can support you
Investment Management
WealthBuilders guides people who are approaching or are in retirement by providing evidence-based investment advice that is in line with their values and goals. We apply principles from academic research and financial science to manage globally diversified, asset class portfolios tailored for clients.
PERSONAL FINANCIAL PLANNING
Deep dive into the key areas of a financial plan to help you protect and grow your wealth. We will align your core values, beliefs and goals to your fully customized Wealth Plan. Our goal is to help you secure your financial future, while living your best life.
Nice to meeet you!
Hi I’m Eric Rodriguez, Certified Financial Planner™.
I’m dedicated and passionate with the work that I do. I support and guide clients around the pitfalls of wealth management. My firm is built on a foundation of giving clients financial security and a roadmap for retirement.
I will deliver the highest standard of financial planning services to help make sure you’re set up for success.