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FAMILIES & INDIVIDUALS

The R6 team has over 35 years of experience working with individual and families building their private wealth. We approach each relationship from an estate planning perspective. Meaning we implement a very customized process to get to know you and understand your financial goals and needs. We then work with you to put a plan in place to meet these very important financial goals.


PRE-RETIREES

Retirement planning is extremely important. The sooner you begin the process the more success you have. We have worked with many pre-retires to consolidate previous assets and put together a extensive plan to make sure you have a robust income stream in retirement.

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BUSINESS OWNERS

Business owners are very unique. The average business owners usually have many diverse financial needs. We have guided many business owners thru this very unique process. We also have experience in setting up various retirement plans such as 401k, Simple IRA and SEP IRA’s. We will also work with your CPA’s and attorneys to implement a financial plan to aid in the business growth and overall success.


CORPORATE EXECUTIVES

We have extensive experience in dealing with corporative executives. We have worked with executives from Facebook, Amazon and Square to mention a few. Understanding corporate executive pay structures is very important. Most corporative executives are tasked with dealing with stock options including restricted and unrestricted stock. We work together with your CPA to understand your unique situation and devise a plan for an investment strategy in a tax efficient manner.

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CAPTIVE INSURANCE

Captive insurance is a type of insurance that is created and owned by a business or group of businesses to provide coverage for their own specific risks. It is a way for companies to self-insure, rather than relying on traditional insurance companies. This allows the company to have more control over the coverage and costs of their insurance, as well as potentially earning profits from the captive insurance company. Some common types of risks that companies may choose to insure through a captive include property damage, liability, and workers' compensation. Captive insurance can also be used as a risk management tool, allowing companies to identify and address potential risks before they occur. It is typically used by larger companies or groups of companies, as it requires a significant amount of capital to start and maintain.


R6 Wealth Management

BUILDING WEALTH THRU COLLABORATIVE PARTNERSHIP

R6 Wealth Management

BRIDGING THE GAP BETWEEN HARDWORK & LEGACY

Welcome to the family office experience.

At R6 Wealth Management, our sole focus is to partner with a select number of affluent clients like you. “We strive to create a financial experience tailored to all of your financial goals.

Partnering together to build your financial future is our passion.
Kyle Roulet | Managing Partner - Financial Advisor