CI RGT Private Wealth

We’re hiring!

We are actively looking for a Senior Planner and Director of Planning to join our team at RGT Wealth Advisors.

To learn more about these positions and apply, please email [email protected] or [email protected]

A Tale of Two Cities: How Philanthropy Can Bridge the Gaps

1. Define values and issues - start your philanthropic plan by defining your values, where you see a problem or a need, and where you want to make a difference.

2. Define the resources you need - work with a financial advisor to help you first determine the capital needed to support your lifestyle for the rest of your life. We can help you make philanthropy a part of your long-term financial plan and help you incorporate giving into your everyday life at a pace that is comfortable for you.

3. Define the excess funds available for others - your financial advisor can help you determine the excess capital available for (1) gifting to your family if this is your goal, and/or (2) gifting to charitable organizations.

4. Teach others to “fish” for themselves – you might want to select charities that are empowering beneficiaries to grow out of their current situation and pay it forward. Plus, you can involve your family today (and potentially future generations you will never meet) in your philanthropic plan to teach them about your family values and how to carry out a philanthropic plan to make an impact. This can be a powerful way to leave a legacy.

To read the full article, click on the link provided below in the comment section.

We would like to introduce you to our entire summer intern team. Welcome all to RGT. We are so excited to have you here.

Pictured below are Brogan Smith, Garrett Field, Joseph Vettoretti, Mary Grach Hellmich, and Rubell Goe.

We are pleased to share with you our feature in D Magazine: Faces of Dallas Business.

We know this industry is constantly evolving, and our leaders want to ensure that RGT is set up for success both today and the future. This is why our firm works hard and is focused on a robust and healthy apprentice-style transition that has helped further careers and prepare for the future of client service.

So, here they are. Meet RGT’s Gen3!

You can find a link to the full article and disclosures in the comment section below.