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Rubicon Wealth Management Mission

To help our clients get to where they want to go, while making the journey as efficient as possible.

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Our Company

Rubicon Wealth Management is a fee-based wealth management firm committed to helping clients improve their long-term financial success. Individuals and families work with Rubicon to receive completely objective advice and counseling, as well as customized programs to protect and grow client wealth.

We pride ourselves on offering holistic life and wealth advice that stretches far beyond typical financial issues and is tied to uniquely personal goals. Combining proven expertise with genuine objectivity, our success is defined by our ability to make our clients’ vision real. As their trusted advisor, our primary objective is to become an expert on their goals and desires; and only then do we determine the appropriate strategies and solutions to implement.

Simply put, the Rubicon mission is to help clients get to where they want to go, while making their journey as efficient as possible.

Team Members

Scott Mason, President & CEO
smason@rubiconwealth.com
Jeffrey Leber, CFP – Wealth Advisor
jleber@rubiconwealth.com Connect With Jeff on LInkedin
Diane Jankowski, Client Manager
djankowski@rubiconwealth.com
Regina McFalls, Office Manager
jmcfalls@rubiconwealth.com

Team Members

Scott Mason
Scott Mason
Scott Mason
Scott Mason

Our Services

Advisory Services: Rubicon Wealth Management provides advisory services for your financial peace of mind. We are dedicated to delivering and nurturing strategically diversified portfolios designed to alleviate unnecessary risk and with the goal of achieving above average performance. We work with each client in a process that pinpoints specific investment goals and opportunities, in order to create an investment profile identity. This process is designed to help uncover what advisory service strategy will provide each individual client with the best portfolio management for their investment needs.

Financial Planning: Rubicon’s financial planning services are aimed at accomplishing the financial goals of each client specific to their lifestyle. This begins with a discussion of current standing and future goals, which leads into an investment plan designed to connect these two points, no matter how distant they may seem. At Rubicon we use our financial planning experience to design a financial road map to help our clients plan for the unexpected, taking into account possible market conditions, potential legislative changes, or other events that would concern their financial future. We look at the big picture of our client’s financial lives and help design a plan of management to alleviate risks, capitalize on opportunities, and keep their finances on the right path. When people work with Rubicon for financial planning we don’t just manage your investments, we manage your financial future.
Upcoming Events

Events

To keep you abreast of your financial planning opportunities stay tuned for our upcoming seminars and workshops.
Client Access

Client Access

Gain access to SEI Investment Accounts, SEI/Bancorp Checking Accounts and Rubicon Wealth Manager.
Schedule a Consultation

Schedule a Consultation

Schedule a customized financial plan to help you achieve your long-term financial planning goals.

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