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Independent • Experienced • Client-Focused
WELCOME
Providing strategic wealth management and trusted financial guidance.
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What Our Clients Say
"Rodger Rutter has been my trusted Financial Consultant for over a decade and has provided me with sound information to assist me in managing both my personal finances and estate planning. Rodger has played an integral part in helping me achieve my goals. He continues to assist and advise me on my estate and personal portfolio. His vast knowledge of financial markets enables me to have complete confidence in his counsel. Rodger has devised an excellent solution to minimize my inheritance tax. I have recommended Rodger to many of my friends and family. I look forward to working with Rodger for many years to come."
Head Basketball Coach, Emeritus, UCLA
​This is the testimonial from a brokerage client and may not be representative of the experience of other clients. This testimonial makes no guarantee of future performance or success.
Our Services
Investment Management
Personalized portfolios aligned with your goals and risk tolerance.
Retirement & Income Planning
Clear strategies to prepare for life after work.
Insurance & Protection Strategies
Solutions to safeguard your family, assets, and future.
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