Our managing partner Kyle Roulet has said throughout his entire career “ We do not have account minimums. We have personality minimums. We strive to create long term partnerships, in order to do that we want to enjoy the partners we work with.
At R6 we look at every new partnership from an estate planning perspective. Our standardized process beings with a discovery appointment to truly understand your goals. From there we will build a complete investment strategy tailored to meet these goals.
The financial professionals at R6 are licensed to handle every aspect of your financial planning needs. From private wealth creation to complex legacy strategies. We got you covered.