La Jolla, CA Financial Advisors | RG Wealth Partners

Family focused. Goals driven.

RG Wealth Partners

858-729-5246
858-729-5247

1200 Prospect Street
Suite 100
La Jolla, CA 92037

At RG Wealth Partners, we’re focused on helping our clients—a select group of successful families and business owners—achieve the goals that matter most. How do we do it? Through a multigenerational wealth management approach that combines strategic legacy planning for the family and comprehensive exit planning for the business. When it comes to understanding what your family needs, we use a well-honed consultative process that is highly comprehensive and unique to you. Having led clients through a variety of market environments, we can provide you with insight and clarity for making better decisions and a strategy for pursuing your personal and professional goals.

Your "Virtual Family Office"
An important component of how we work with you is the experts we bring together for your benefit. This group of accountants, estate planning attorneys, M&A advisors and insurance professionals provides you with an accessible, one-stop resource for your entire financial world. What’s more, our team will align our advice with theirs to deliver one fully integrated plan.

Generational wealth and estate planning strategies

Will your children be prepared for financial responsibility?

We’ll work with our estate and trust specialists, as well as your tax and legal advisors, to create a strategy that helps preserve and protect your wealth for generations to come.

Our conversations will focus on:

Inheritance planning
Family meeting facilitation
Estate tax minimization strategies
Lifetime gifting strategies
Trust management
Private foundations
Charitable trusts
Donor-advised funds

Business sale, succession and liquidity solutions

Are you optimizing the value of your company— and your legacy?

So many questions come into play when you’re considering transitioning from your business—whether through an outright sale, taking some liquidity off the table or transitioning to the next generation.

In our experience, we’ve found that many owners have not properly planned for their exit. This lack of planning could result in less favorable outcomes and unexpected consequences.

Our team has a disciplined process of asking questions and gathering all the facts that can impact your exit or succession. We can help you make the right decisions— for your family and your future.

We engage all of the resources needed to help maximize the value of the event—whether through sale, succession or IPO—so you can confidently pursue your life’s goals.

Our recommendations address:

Structure and timing
Valuation opportunities
Risk management
Estate planning strategies
Collaboration with UBS private equity and investment banking teams

Wealth management and goals-based planning

Our consultative wealth management approach and fiduciary commitment focus on you and your best interests at all times. We have the knowledge and experience to engage with your entire family to facilitate productive family meetings and help you educate and prepare your heirs for financial responsibility.

By clarifying your values, priorities and goals, we can tailor a plan for confidently pursuing what matters most today, tomorrow and for generations to come.

If appropriate for you and your needs, our advice will incorporate non-traditional investments including real estate, private equity and alternative strategies.

Every relationship starts with a conversation. We ask the questions that matter most to you.

1. What do you want to accomplish in your life?

2. Who are the people that matter most to you?

3. What do you want your legacy to be?

4. What are your main concerns?

5. How do you plan to achieve your life’s vision?

Global resources. Local relationships.

Through a comprehensive yet customized approach, we access the deep resources and wealth management expertise of UBS to deliver the financial advice you need today to confidently move forward.

With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide.

We’ve received worldwide industry recognition:

Best Global Wealth Manager
Euromoney, 2017, 2016, 2015

Best Family Office Services
Euromoney, 2017

Best Services for Philanthropy and Social Impact Investing
Euromoney, 2017, 2016, 2015

Best Bank for Wealth Management in North America
Euromoney, 2017

Best Services for Succession Planning Advice and Trusts
Euromoney, 2017, 2016, 2015

The Euromoney awards were independently determined and awarded by the Euromoney editorial team. UBS did not pay a fee in exchange for these awards. For more information on a particular award, please visit ubs.com/us/en/designation-disclosures.

Christopher Radici has been recognized as an industry leader

Forbes Best-In-State Wealth Advisors, 2019, 2020

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