At Rupert & Associates, we have a proud tradition of assisting clients whose hard work and strong values have brought them wealth and wisdom.
To serve our clients’ best interests in ways that many never expected, we work with a select group of individuals and families. This allows us to devote more attention to each client and create a proactive dynamic. By delivering timely intelligence and insight, we provide clients with thoughtful perspectives that help them anticipate and react to financial circumstances.
In addition to successful business owners facing a multitude of financial challenges, we serve attorneys, physicians, accountants, professors and administrators. We also assist retired, divorced and widowed individuals, as well as generations of extended families in Tallahassee, the surrounding area and more than 15 states.
With decades of rich experience, we recognize the significance of placing ongoing emphasis on planning. Doing so allows us to help clients achieve what dollars and cents alone cannot – the deep, emotional fulfillment of having wealth and feeling comfortable in its enduring benefits. Achieving these fundamental pillars of “financial wellness” is critical to our highly personal approach.
Rather than view clients only as investors, we focus on who they are – their proudest achievements, most heartfelt goals, and greatest fears.
The referrals we receive tell us we’re proficient in assisting a wide range of clients – from those with financial needs that are rather straightforward, to others whose complex financial lives demand sophisticated wealth management strategies and tactics. As a high caliber team with distinct professional credentials, we welcome the opportunity to address the needs and nuances of ambitious people like you.
At Rupert & Associates, we do not define clients by the value of their assets – but instead, by their priorities, aspirations and personalities.Our clients span a wide range of life stages, experiences and the wealth continuum. Many are entering their peak earning years or nearing a well-deserved retirement. A growing number have traded their seat in an office for one on a golf cart, while others are pursuing their passions for adventure or philanthropy in their retirement years.To fully appreciate how we can help each client, we listen to what they say (and often do not say). The fact is, we do much more listening than talking. To provoke meaningful conversation, we ask questions, "If you could write the script, what would your ideal life look like? What are you trying to accomplish? Who are you responsible for? What's your family situation? And what brought you to our door?"In discussing their families, we remind clients that part of our job is helping them leave memories, as well as money – that it's important to find joy along the path to meaningful outcomes. In these conversations, we ask what clients may define as their life's most rewarding moments to date.From frequent and friendly discussions with both spouses (whenever possible), we can help them "see around corners" to prepare for what comes next, financially and emotionally. When clients feel comfortable conveying what's on their minds and in their hearts, we can formulate effective strategies that satisfy their short- and long-term objectives. It is our practice to explain the rationale behind those strategies and what to expect going forward.In everything we do, building trusted and enduring relationships with clients is critical. On many occasions, we have celebrated with clients at weddings, birthday and anniversary parties. We have also visited client families in hospital rooms and attended family memorials.Ultimately, we do our best work for clients who can benefit from our comprehensive planning-based approach – one that continues over time to reflect changes in their situations, goals and market conditions. Our mission? To bring a consistently high level of acumen and attention to clients – so that they can focus on the people and passions that bring meaning to their lives.
CFA, CFP®, CPFA®, CRPC™, CRPS™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
