Meet the Team Sharefile Client Portal CCH Client Portal
LinkedIn Twitter
About Us Process Overview Resources & Custodian Sites Contact Us
About Us Contact Us

Process Overview

RubinBrown tailors our financial management services based around the major life phases that make up a financial plan. We have categorized these stages into four phases, which encompass the general path that we take during our working career, preparing for and then enjoying retirement.

Phases of Portfolio Management

Building A Financial Foundation

Our individualized approach allows each client to have a feeling of control over their financial destiny. At the financial foundation stage, we work together to lay the groundwork for your future goals.

Learn More

Preparing for Retirement

Once a foundation has been put into place, several years (at least) before retirement commences, it makes sense to take a step back and take a look at the state of your financial plan and evaluate a few questions.

Learn More

Retirement

With the planning steps put in place during your foundation and preparing for retirement phases, putting your goals into action and enjoying your retirement should now go hand-in-hand.

Learn More

Managing A Legacy

One aspect of a successful retirement stage is that you start to look beyond your own needs and, for some individuals, consider ways to transition your assets for future generations or charitable contributions.

Learn More

Resources & Custodian Sites

Financial advisors can help press you to answer questions you don't want asked, put together a financial plan, identify risks in your portfolio that you might look past, talk you through market volatility and identify your biases.

5 Reasons to Hire a Financial Advisor
Charles Schwab Login Pershing Login SEI Login

Back to Meet the Team

Brian Hoeltge, CFA®

Advisor

Brian Hoeltge, CFA®

Advisor

Contact Information

St. Louis, MO brian.hoeltge@rubinbrown.com 314.290.3354
Brian Hoeltge is an Investment Advisor with RubinBrown Advisors. He is a CFA Charterholder and serves in an investment advisory capacity. Brian also provides financial planning for high net worth clients and has nearly 20 years of experience in wealth management.

Education

B.A., Mass Communication, Lindenwood University

Experience

Estate & retirement planning Financial & investment Investment advisors Wealth advisory

Professional Organizations

Member, CFA Society of St. Louis
1-800-678-3134 Integrated Planning for Life
Form CRS Form ADV Part 2a Disclaimers Privacy Policy © 2024 RubinBrown Advisors
An Affiliate of RubinBrown LLP