RRCM Named a 2025 Top Registered Investment Advisor (RIA) Firm by Worth Magazine
We are pleased to announce that Rappaport Reiches Capital Management has been named a 2025 Top Registered Investment Advisor (RIA) Firm by Worth magazine.
As we approach our 20th anniversary, this recognition highlights our dedication to providing clients with holistic wealth management services. Our Maximize Your Return on Life Solution helps individuals and families to clarify their finances and incorporate their values in a comprehensive long-term financial plan. Our Value Added Indexing® approach offers broad diversification, low-cost, and tax-efficiency.
“We are honored to be acknowledged by Worth as a leading registered investment advisor,” said Chief Growth Officer and Co-Founder Shari Greco Reiches. “We have an outstanding team and thank our clients for their trust and partnership.”
Learn more about Worth’s Top RIA Firms 2025 here.
David is the Co-Founder and Chief Investment Officer of Rappaport Reiches Capital Management. He acts as personal CFO to entrepreneurs and corporate executives, providing organization and clarity in their finances. Please connect with David below. He loves to talk about investing, financial planning, and Aspiritech, a non-profit hiring individuals on the autism spectrum.