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Matthew Branch
Senior Financial Planner at Ci Rgt Private Wealth
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Work Experience
Sep 2013 - Present · 11 years and 3 months
Senior Financial Planner
Jan 2018 - Present · 6 years and 11 months
Financial Planner
Sep 2013 - Present · 11 years and 3 months
Cfm Analyst- Client Financial Management
Jan 2011 - Sep 2013 · 2 years and 8 months
Company Details
51-200 Employees
CI RGT Private Wealth (formerly RGT Wealth Advisors) is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. At RGT Wealth Advisors we recognize the importance of personalized services that are specifically tailored to our client’s needs. As an independent firm, RGT Wealth Advisors does not participate in either commission or transactional compensation, nor do we sell any financial products. We involve the client in the decision making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.
Year Founded
1985
Social Media
Linkedin
Industry
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HQ Location
5950 Sherry Lane, Suite 600 US,TX,Dallas,75225
Keywords
Wealth ManagementFamily OfficeFinancial PlanningInvestment ManagementEstate PlanningRetirement Planning
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