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Our Process

The future is uncertain. Therefore having a forward looking plan is crucial. Werba Rubin Wealth Management can help you gain a clear perspective on your options and put in place a flexible, far-reaching plan to account for most major contingencies.

We make a serious commitment of time and resources to each client and pride ourselves on providing a truly exceptional level of value and service.

Because we are experienced CPAs and tax professionals, we understand the importance of ensuring that your taxes and your investments work in tandem. This synchronization is a significant, but frequently overlooked, component of maximizing your financial success. and can potentially mean the difference between millions of dollars going to loved ones and designated charities, or to the government.

Our process involves five major steps: click each step for a detailed overview.

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