Rubiq Financial Partners jobs and careers

About Rubiq Financial Partners

Rubiq Financial Partners is a boutique fee-based fiduciary wealth management firm based in the Philadelphia area, serving private wealth clients, entrepreneurs, real estate investors, and others. We integrate tax-efficient investment management, proactive tax strategy, estate planning, and retirement planning into a single, coordinated plan. The Rubik's Cube isn't our logo by accident. Wealth isn't built by solving one side at a time—it requires seeing every dimension at once. Tax strategy, portfolio construction, entity structuring, estate planning, and liquidity are interconnected. A decision in one area reshapes the others. Most advisors operate in silos. We don't. Partnering with Wealthcare Capital Management (Wealthcare). Founded in 1999 they are a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life. Wealthcare’s registered investment advisory (RIAs) firm overseas $5 billion in AUM.