At Werba Rubin Papier Wealth Management, LLC our wealth management, and retirement consultation processes incorporate more than investment strategies. We take great pride in helping our clients develop plans that integrate all aspects of their life and business. For our families, we are concerned with engineering the most beneficial tax situation, and we are happy to lend our expertise. We also he
lp to develop an effective wealth transfer plan that will ensure your assets reach the desired people or organizations when the time comes. Additionally, we work with our clients to ensure that unforeseen events do not result in the unjust taking of assets. Finally, many of our successful families are dedicated philanthropists, which makes effective, charitable giving techniques an important and impactful part of our practice structure. We specialize in reducing fiduciary liability for plan sponsors by using an ERISA 3(38) fiduciary for plan investments. We also help our clients analyze the fees that they pay to current providers, and make recommendations on how to minimize plan cost. Next, we examine the investment menu so that employees are not inundated with choices, but yet can still create portfolios that make sense. Fourth, plan design is reviewed so that employees are properly motivated, and owners are able to retain the maximum benefits. Finally, we dedicate ourselves to educating, advising, and monitoring the plan for both participants and sponsors. Disclosures about Werba Rubin Papier and social media
Werba Rubin Wealth Papier Management, LLC , herein referred to as “WRP,” is not affiliated with Twitter, Facebook, LinkedIn, Google+, or YouTube. WRP does not endorse or accept responsibility for the content or the use of any content on these sites or links to other third party websites. WRP assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on our social media properties or information that may be accessed through website links on social media sites. WRP does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on our social media properties. No post that WRP or any of its employees posts is intended to be a recommendation, endorsement, or state a testimonial for or about any services, products, guidance, individuals, security, or any other advice. Whenever a third party posts content to our social media properties, this information remains the responsibility of the party submitting the content and does not represent the views of WRP or its management, nor does it serve as an indication or guarantee of future results. Posts by others that describe opinions, views or experiences may not be representative or indicative of another's personal experience. Where specific advice is necessary or appropriate, individuals should consult with a qualified tax advisor, Legal Counsel, CPA, Financial Planner or Investment Manager pertaining to the individual situations. WRP does not accept endorsements or testimonials on any social media forum. At our discretion, we may block followers or remove comments for any reason. Industry regulations limit how we can conduct conversations on social media forums, but we are happy to answer any questions you may have. Please call us directly at (408) 260-3138. IMPORTANT: We do not provide customer service or enable financial transactions through social media sites. Should any client of WRP have questions or concerns that are specific to their account(s), please contact WRP directly at 408-260-3138. You should never post personal, account, or transaction information to our social media properties. Investment advisory services provided by Werba Rubin Papier Wealth Management, LLC (“WRP”).
