Make it stand out
Rushmore Capital Partners
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Under Our Care as Financial Life Advisors, We Want You to Feel…
Trust. Understood. Fulfilled. Nurtured. Peaceful.
These five experiences define the Rushmore standard of care.
Trust
We are fiduciaries. It’s fundamental to our ethos that your interests always come first — before compensation,
convenience, or opinion. We value the trust you place in our competence, clarity, and integrity.
Understood
We have empathy. We take time to know you, your family, and your ambitions, so we can design a Financial Life Plan
that reflects your goals and values. Through that understanding, we deliver advice that feels personal and relevant.
Fulfilled
We help you achieve balance by removing the emotional weight of financial uncertainty. Together we define your
short- and long-term goals, then build a detailed, measurable strategy that restores clarity and confidence.
Nurtured
Our team is available to you day and night, delivering the highest-touch experience possible from our entire firm —
including the founders. Every member of Rushmore works for you in concert. We offer this level of service because
we value long-term relationships over short-term gains.
Peaceful
We work proactively to anticipate every matter that could affect your Financial Life. If you have to ask for something,
we know we need to work harder. Our mission is simple — we do the worrying so you can live with peace.
The Details
What Do You Want Out of Life?
We Begin Your Financial Life Plan Based on That Single Question
We Begin Your Financial Life Plan Based on That Single Question
The result of your response to this question helps us to create a personalized, holistic
Financial Life Plan that will provide a blueprint for achieving both your short and long-term
life goals. Your Financial Life Plan will serve as the framework for every financial decision made on your behalf.
Detailed yet easy to understand, it will reflect the expertise of our team along with our vast network of vetted partners.
We Simplify and Streamline the Seemingly Infinite and Convoluted Web of Financial Services
We are suspicious of complexity: if something seems overwhelming, odds are there is a catch or ulterior motive hidden in the fine print.
We obsess over every aspect of your financial life then deliver a comprehensive yet clear, measurable, and tailored solution that addresses your individual needs.
Your Needs Are Unique – Our Services Are Customized to Address Them
We recognize that no two financial situations are alike. We collaborate closely with our external team of vetted partners
to create, implement, and maintain customized Financial Life Plans that include: asset allocation, portfolio management,
private and public concentrated stock strategies, cash-flow analysis, risk management and insurance, retirement planning,
charitable and philanthropic planning, tax, trust, and estate planning, and every aspect of wealth management in between.
Our services evolve as you and your life change, but the underlying structure and support you receive remains constant.
As Your Financial Life Advisors, We Work Tirelessly to Ensure Your Evolving Needs Are Met
Our team strives to always be available to you – by phone, text, or email. We deliver the highest-touch experience possible
from our entire firm – including the owners – because we value long-term relationships. We take pride in our relationships
with our clients and their families, which span across multiple generations.
