RVW Wealth, LLC

RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable. I consistently receive personalized attention and feel valued as a client. RVW also provides insightful investment analysis and educational materials in the form of emails, webinars, and in person presentations. This helps me to make informed decisions about my financial future and navigate market volatility with greater confidence. I highly recommend RVW to anyo

RVW Wealth LLC is an exceptional team of highly knowledgeable financial advisors who truly care for your goals as much as you do. Through the years I developed deep trust and confidence about my finances. It is easy to connect to them whether by phone or email to discuss any of your concerns, and to get focus, clarity in order to avoid emotionally charged decisions. RVW LLC are there for you to develop the customized financial plan for the present as well as for the solid retirement plan for the future. Th

I've been a client of RVW for the past 8 months and have been thoroughly impressed with their services. The team has done an excellent job in managing my portfolio and keeping me informed about my investments. They have a holistic approach to finance and take into consideration all my assets and investments when offering advice. What sets them apart is their personal touch and commitment to helping me achieve my long-term financial goals. I have complete trust in the team and feel secure knowing that they h

My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions a

I have been and continue to be a long time client of RVW Wealth. Their services on my behalf have been above and beyond impeccable, completely trustworthy, and always in keeping with RVW's well thought out wealth philosophy and integrity, executed with great technical support. Their complete devotion to their clients' needs and best interests are delivered in utter transparency, and with a personal touch that is truly remarkable. Like many people in the Entertainment world, I, as an actor, have grown

We have been clients of RVW for quite a few years and are extremely pleased with their service and advice. We appreciate the accessibility and pro-active outreach to keep us apprised of our account(s) along with the their overall financial-whole approach, taking all assets and investments into consideration. We have complete trust in Jonathan and Kelly as they provide a much-appreciated sense of security (as best as one can in this mercurial market). They offer a very personal touch and have a sincere i

My wife and I have had the pleasure to work with Jonathan and the entire RVW Wealth Team for over a decade now. Their unrivaled attention to detail, their incredibly talented and professional team, and last but certainly not least, their warmth and generosity have made us life-long partners. We would not imagine trusting our financial planning to any other group. If you value superior service, advice and trust, look no further than RVW Wealth.

RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!

As a business consultant for physicians I have found a reliable and long term financial manager in RVW WEALTH. My clients have utilized their services for over 10 years. Their performance has been excellent. I highly recommend them.

Love working with RVW as a team-member and as a client. I see firsthand how they treat each client. They are particularly great at monitoring my investment portfolio and keeping me informed on my investments.

Joining the RVW Family is one of the best decisions I have made. RVW puts their clients first and works diligently to provide an exceptional experience. The RVW team is a family that provides you the peace of mind that everyone deserves. I love being apart of the RVW Family and you will be too.

Jonathan Gerber and the entire RVW wealth team have been advising me for over five years. They are not my first portfolio advisors so I know the difference. Jonathan is always in front of the game, giving consideration to what is best for every particular client. They are always available for a phone call or a meeting. I feel confident and comfortable knowing I'm in responsible, smart, good hands.

Jonathan Gerber is an incredible resource and wealth of knowledge and expertise. He is of incredible integrity and is always attentive and accommodating. I enjoy my experience every time I connect with him and feel a great sense of comfort, clarity and respect in every interaction and engagement. Over many years a great relationship has been developed and I look forward to all that is to be created in the future. Warmest Regards, Robyn

The team at RVW have consistently provided outstanding advice on the management of our account which we have had with them for the past 7 years. They have designed a well diversified group of ETF's and bond funds which have served us well. In addition, their reports are easy to read and informative.

Jonathan and Jesse are more than just extremely credentialed and savvy financial advisors - they are wonderful, smart people who CARE. In the years that I have been a client, they have shown me a rare and powerful combination of intelligence, integrity and dedication. With a deep understanding of tax law, they always come to the table with a bigger picture, strategic approach to growing my wealth, always considering my specific financial needs and goals. They are very responsive - Jonathan recently jumped

I have been privileged to work with the RVW Wealth Team on several matters. RVW members combine a deep knowledge and understanding of financial matters with a sincere concern for their clients' personal welfare. I am confident that anyone using RVW for investment and financial services will be extremely satisfied.

My family and I have had the great fortune of getting to work with Gerber & Co, and RVW since 2007. To me, it is an amazing thing to be able to combine financial savvy and growth with a personal touch about values and what matters in life. That is the kind of service you will receive. We cannot recommend them highly enough.

RVW is absolutely FANTASTIC. I have completed trust in Jonathan and Selwyn, and am so grateful for their wisdom, kindness and guidance. They help me with every aspect of my financial life and are also always available for questions that are outside the box. I can't speak highly enough about them, they are a rock in my life. I highly recommend them!

RVW is involved in our family's tax prep as well as asset management. The team is made up of talented professionals with a variety of skill sets so that each area is overseen by competent professionals. We've always enjoyed prompt and expert communication with the firm at all times.

I love working with the team at RVW Wealth. Jonathan's warm and thoughtful guidance with my financial portfolio sets me at ease. I feel confident that my funds are wisely tended. Thanks so much Jonathan and staff at RVW Wealth!

I joined RVW Wealth seven months ago and it was the best decision I could have made. As with so many others, I was laid off last year during the Covid Pandemic. Struggling to find work, I was forced to look outside my 22 year career in Transportation management. RVW Wealth gave me an opportunity to start over. They have taught me so much in such a short time. You don't have to have a finance degree to learn how to invest. You simply have to connect with the right investment management firm and RVW We

Stephen is an incredible financial advisor. I have worked with a handful of others at some of the top investment firms and Stephen far surpasses the others I've worked with. He will always take the time to explain anything I don't understand and he does it in a completely understandable and digestible way. It's the first time I haven't questioned my investment portfolio, I'm so glad to be working with him!

It has been an absolute pleasure working with Jonathan Gerber to set up an investment account with RWV Wealth. His team is extremely talented and offer outstanding professional advice in helping with my financial planning.

Jonathan Gerber and Stephen Seo, the two people I have interacted with most, have been extremely patient and clear in their explanations and generous with their time. The entire staff is very professional and responds to questions and requests in a timely manner. I have benefited from their financial advice in numerous ways and would recommend their services to those interested in working with a forward-looking fiduciary.

Wow, where do I start? From the moment I started with RVW Wealth, LLC it has been an absolute whirlwind, and in the best way possible. This company has changed the way I view business relations as whole. They genuinely put the relationship with their clients and personnel first and foremost, which is beyond refreshing. I have never been shown the kindness they offer daily, which greatly needed in a work place setting and I value the kindness they generously give daily. To be honest I have had to get used to

I went to a seminar given by RVW to ?support ?. It truly changed my life and was a big turning point. A straight line was drawn on the board? the shortest distance between two points. Worrying about daily fluctuations in the market can cause rash decisions. Investments that have a higher straight line, comparatively, by steadily overcoming fluctuations, provide the shortest distance to growth of your portfolio. I have a better understanding of the subject, but still not into it. The turning point came when

Stephen has been my financial advisor for the last 5 years now. I'm glad to have him on my side during these extremely turbulent times. Stephen and his team at RVW are extremely well informed and very responsive.

Jonathan Gerber's knowledge and insights about my potential family business acquisition and the financial/estate planning implications was outstanding. I came away from our meeting with an entirely new framework to work with. So empowering!

I came to know the team behind RVW through mutual philanthropic causes. This is a company that practice what they preach. They communicate often, offer educational opportunities for clients, and of course take care of the business of insuring our financial futures.

RVW combines expertise and kindness. We feel taken care of, both financially and relationally, with our funds invested with RVW. I recommend them without hesitation!

All wealth advisors are CPAs or CFAs. Our emphasis is on being a trusted advisor and fiduciary - it's about process not products. Every portfolio is powered by decades of academic research. I am honored to be part of the team and have my own funds invested with RVW.

I have worked with Shelley Moore regarding the Jerusalem portfolio on many occasions and she is consistently attentive, friendly, and prompt in her responses to me even responding to emails when it should be long past her bedtime in Memphis!

Greatest team around. I've been with them for many years. The level of attention and care is unparalleled. They managed to quickly earn my trust, and over years keep reaffirming their expertise and knowledge. I highly recommend them.

RVW's 2022 Summit with the focus of The Unfolding of a New Economic Reality, presented by Apollo Lupescu of Dimensional, was a most informative and substantive program. I found it to be very timely.

Gerber & Co has been great. Responsive, knowledgeable and professional. Very happy with their work!

They go above and beyond. They are aware of life circumstances and goals are thoughtful in their approach. No matter the questions or needs the team at RVW provides the support.

My office is across the hall from this business. Everyone that I've encountered is professional and friendly. I run into Teresa quite a bit in passing, she is courteous and super nice!

Very positive experience for almost a decade - with our clients interacting with RVW Wealth. Keep up the great service!

I have been with RVW for more than a decade. I sleep well knowing that they have my best interests in mind, always.

RVW came highly recommended and they have lived up to expectations. Very professional, sound advice and incredibly efficient! I would highly recommend!

RVW Wealth are phenomenal! Take all the stress out of wealth management! Highly professional and proficient!

Proud of what my husband does. He care so much about his clients, and he has developed a fantastic team that give it their all for their clients.

So much more then just wealth management! Very trustworthy and reliable, avoids excessive fees, easy to contact, definitely would highly recommend for all wealth advisory!

I've known Jonathan and Selwyn for years - they are trustworthy, knowledgable, and fantastic to work with.

RVW staff are competent and professional and I trust their guidance and advice. I would highly recommend their services to others.

Jon and his family have been doing business with me for 10+ years. Honest people

Been with them since 2007 -- super solid, unemotional guidance and advice.

Sold a tandem bike to Jonathan via Craigslist

Highly competent and uniquely creative advisors.

Fantastic wealth managers and accountants. Highly recommend!

Solid conservative investment firm that makes great decisions responsibly

Makes the process seemless. Thanks for everything.

Great people and super helpful!

A+ service across the board!

Very easy to work with

Excellent easy thanks