Trending...
- The 2025 ESPY Awards After Party- Presented by Poppi & High Noon
- General Auction Company Announces August 8th Auction- Now Accepting Consignments
- $53 Million Company Valuation Investment with Majority Acquisition Option, Plus New Stock CUSIP Supporting Brand Transition of Fan Engagement Company
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.
More on The Californer
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
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.
More on The Californer
- A Century of Compassion: Butte Humane Society Hosts 114th Anniversary Gilded Garden Gala
- United Set to Hire More Special Olympics Athletes As Customer Service Ambassadors
- Exelon Leader Tamla Olivier Named 2025 Technologist of the Year by Waves of Change STEM Conference
- KIDZ BOP RELEASES BRAND NEW ALBUM 'KIDZ BOP 51' FEATURING HITS "APT" & "PINK PONY CLUB"
- Be Part of the World's Largest Art Biennale | Moons, Castles, Trees | Copenhagen Chronotopes
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
Filed Under: Business
0 Comments
Latest on The Californer
- City of Long Beach to Celebrate Completion of MacArthur Park Rehabilitation Project
- California Family Launches Billboard to Reach "Pardon Czar" Alice Marie Johnson
- California: ICYMI: 287,000 jobs and $55 billion in economic growth on the line with key climate program's extension
- Rent Like A Champion Acquires CollegeWeekends
- WNBA Rising Star Jacy Sheldon Makes History with HOLO's First-Ever WNBA Signature Sneaker
- Sumter Landing Dental Care Launches Summer Special on Full Mouth Reconstruction
- Seligson Law Launches New Website to Support Cannabis Businesses in California and New York
- City of Long Beach to Celebrate Improvements at El Dorado Park
- Club Offers Released on July 17, 2025
- databahn Announces Subscription Access to Fortune 500 GenAI Deep Dive Sales Intelligence Reports
- Up Hill Concierge Launches Curated LA Hospitality for FIFA 2026, Super Bowl, NBA All-Star & LA28
- AI startup Congero offers instant websites with 24/7 updates - aiming to replace web agencies
- Vaulted Deep Signs Deal with Microsoft to Remove Carbon via Waste Management Infrastructure
- The Recording Academy Extends Invitation to The World's No.1 Superstar™—But He's Not Chasing the Award
- WonderDays Launches the UK's First AI Experience Gift Finder – Gifting Just Got So Much Easier!
- CelluHeal™ Launches Full Line of Advanced Wound Dressings for Online Purchase in the USA, Canada, and Beyond
- California: Governor Newsom responds to Trump's latest gift to China: Defunding America's only high-speed rail
- California: Governor Newsom announces appointments 7.16.25
- California: Governor Newsom calls on Trump to end Los Angeles militarization, shares community resources
- City of Long Beach to Host Compost and Recycling Ambassador Program