RG Capital Information

-- One of the nation’s largest dental/medical-specific wealth management firms -- • Strategy / Strategic Planning • Financial / Wealth Management • Operations & Expansions • Risk Management • Work closely with third-party administrators to create custom retirement plans (401k safe harbor match with profit sharing and defined benefit plans) for our business owners • Develop and present annual seminars and financial education to potential dental clients • Lead gap analysis (manage cash flow, insurance, asset allocation, savings plans, team up with CPA for tax strategies, assess risk tolerance) with new and existing clients. • Advise major clients on financial investment, asset management, and insurance strategies.

Website	http://capitalphx.fund
Revenue	$6 million
Employees	11 (8 on RocketReach)
Founded	2004
Address	9845 E Bell Rd Ste 140, Scottsdale, Arizona 85260, US
Phone	+1 480-612-6400
Industry	Finance General, Finance
Web Rank	33 Million
Keywords	Wealth Management, Financial Planning, Dental Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Estate Planning, Tax Planning, Risk Mitigation, Business Expansion, Strategic Growth, Practice Management, Financial Operations, Mergers And Acquisitions, Transaction Advisory, Due Diligence, Regulatory Compliance, Third Party Administrator
Competitors	BlackRock, Vanguard, Fidelity Investments, Schwab Advisor Services, T. Rowe Price, Invesco Ltd., State Street Global Advisors, Legg Mason (Acquired by Franklin Templeton), J.P. Morgan, Morgan Stanley +40 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies