RVW Wealth Celebrates 5th Anniversary in Memphis with Art and Bourbon Experience
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MEMPHIS, Tenn., Nov. 8, 2024 ~ RVW Wealth LLC, a leading wealth management firm with roots in Los Angeles and a rich history dating back to 1986, is pleased to announce the commemoration of the 5th anniversary of its Memphis office. This significant milestone marks a period of rapid growth and success since its establishment in October 2019, culminating in an expansion to a third suite within its Kirby Parkway location.

The firm is extending an invitation to the Memphis community to join in celebrating this special occasion at an open house event on Wednesday, November 13, 2024, from 4:00 PM to 6:00 PM. The event will feature two unique experiences: a bourbon tasting led by renowned expert Glenn Hopper and an art exhibit by acclaimed artist Jeannine S. Paul.

Jonathan Gerber, CPA, Co-Founder and President of RVW Wealth, expressed his gratitude for the trust and warm reception from the Memphis community. He noted that their evidence-based and fiduciary approach to wealth management has resonated with clients who value transparency, clarity, and a comprehensive financial strategy. Gerber believes that this anniversary is a testament to the strong relationships they have built with clients and the talented team they have assembled in Memphis.

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Selwyn Gerber, CPA, Founder and Chief Strategist of RVW Wealth, shared that their mission has always been to provide clients with a comprehensive financial plan that serves as a GPS for wealth optimization. He believes that the success of their Memphis office reflects the increasing demand for a data-driven and client-centric approach to financial planning.

Jesse Picunko, CFA, Senior Portfolio Designer at RVW Wealth highlighted the firm's distinct value proposition. He explained that their holistic method integrates tax minimization, wealth optimization, and tailored financial planning to ensure that each portfolio is uniquely aligned with their clients' goals for growth, income, and security.

RVW Wealth's philosophy is rooted in decades of academic research and insights from financial thought leaders such as Warren Buffett, Eugene Fama, and Richard Thaler. As a pure fiduciary, the firm sets itself apart from big banks and wirehouses by prioritizing clients' best interests without any conflicts of interest or sales-driven incentives.

The 5th Anniversary Celebration will take place at the RVW Wealth Office located at 1790 Kirby Parkway, Suite 127 in Memphis, TN. Guests can RSVP by emailing or calling 310.279.4994.

Event Details:

* What: 5th Anniversary Celebration – Bourbon Tasting & Art Exhibit

* When: Wednesday, November 13, 2024, 4:00 PM – 6:00 PM

* Where: RVW Wealth Office, 1790 Kirby Parkway, Suite 127, Memphis, TN

* RSVP: Email or call 310.279.4994
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