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Text Content

(602) 230 - 0444
info@rbgcap.com
Client Login
Menu


 * Home
 * Our Firm 
   * Our Team
   * Our Values
   * In the Community
 * Solutions 
   * Investment Banking
   * Wealth Management
   * Case Studies & White Papers
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Contact

Client Login

Wealth Management Investment Banking
Wealth Management Investment Banking
Wealth Management Investment Banking
Wealth Management Investment Banking
Wealth Management Investment Banking


OUR VALUES


INTEGRITY


INTEGRITY

Honesty and trustworthiness are the foundation of any relationship. As wealth
managers, we work hard to always do the right thing by our clients. We will
always make decisions based on our values and convictions rather than what
brings us personal gain.


INTENTIONALITY


INTENTIONALITY

We believe that Purpose + Mission = Vision.

As experienced Advisors, we will help determine your purpose and mission to
design and achieve your vision through a focused and objective process


TRANSPARENCY


TRANSPARENCY

Complete transparency is key when working with anyone, especially when it
involves your hard-earned money. To that end, we disclose all our fees up front.


YOUR FUTURE

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and
calculators designed to help you learn more. As you search our site, send me a
note regarding any questions you may have about any particular investment
concepts or products. We'll get back to you quickly with a thoughtful answer.

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

WHITE PAPERS AND CASE STUDIES

The following contents are a collective of RBG Capital White Papers, brochures
as well as third party and industry resources. 

Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

WHITE PAPERS AND CASE STUDIES

The following contents are a collective of RBG Capital White Papers, brochures
as well as third party and industry resources. 

Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More



MEET OUR TEAM

MICHAEL WALLING

Partner | Director of Corporation Finance


Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the
Managing Director of Corporate Finance & Investment Banking. Over the past 25
years Michael has been involved in numerous transactions ranging in size...
Read more


STEVEN LICHTBLAU, CHFC

Partner | Director of Wealth Management


Steve began working in the financial planning industry in 1985. His clients
include business owners and professionals with a variety of financial planning
issues. Steve is involved in his community in a number of capacities, ranging...
Read more


CHRISTOPHER GEE, CFA

Partner | Chief Investment Officer



Christopher Gee, a CFA Charterholder and CIO of RBG Capital, leads the firm’s
development and communication of investment...

Read more


C. TYLER WALLING

VP of Wealth Management


Tyler joined RBG Capital, LLC (R. B. Gold & Associates) in the spring of 2016
after spending nearly three years at Morgan Stanley's Private Bank and Wealth
Management Divisions. Tyler is well versed in liability management and enjoys...
Read more


TIM SPERLING

VP of Business Development | Corporate Finance



Tim works in the firm’s Investment Banking Division as VP of Business
Development, Corporate Finance with an emphasis on the firm’s Employee Stock
Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...

Read more


ROY SCHIEFFER, CFP

In Memoriam 8/22/1949-12/27/2021

It is with a heavy heart that we are announcing the passing of our longtime
friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy
was an incredible man with a caring spirit, great sense of humor, and a...
Read more


LAUREN STEVENS

Investment Banking Analyst

Lauren began working with RBG Capital in the Fall of 2020 as an intern analyst
and found her niche inthe marketing side of investment banking. She graduated
from Arizona State University Magna CumLaude in May 2022 with bachelor’s...
Read more


VICTORIA ARGUELLO SOLORZANO

Analyst Intern

602-230-0444

Victoria joined RBG Capital in the summer of 2023 as an analyst intern.
Originally from
San Jose, Costa Rica, Victoria is currently pursuing a bachelor’s degree in
finance at the W.P. Carey School of Business...

Read more



READY TO CONTACT US?

Name
Email
Address
Phone
Question
Send
Thank you!
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CONTACT

Office: (602) 230 - 0444

9590 East Ironwood Square Drive

Suite 101

Scottsdale, AZ 85258

info@rbgcap.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory
services offered through Arkadios Wealth. RBG Capital LLC and Arkadios are not
affiliated through any ownership.