Why RB Wealth Partners
Our core values of caring, integrity and trust are the pillars of client relationships. They guide, direct and inspire us to do the right thing and to treat others well.
Based on those core values, we follow a process that:
- Helps create confidence across all aspects of your financial life.
- Believes that planning is agile and ongoing.
- Focuses on Financial Planning first and then Investment Selection second.
- Measures results based on that which is most important to you, the client.
- Bridges the gap between business wealth and personal wealth.
Our Story
RB Wealth Partners was founded in 2021 with a focus on Asset Management, Tax Planning Strategies, Business Growth and Exit Planning and Retirement Planning. Based in the Charlotte, NC region, we serve clients along the East Coast and in other parts of the country.
MEET
Rob Bacharach, CFP® CRPC®
Rob began his career in financial services over a decade ago. As a lead CERTIFIED FINANCIAL PLANNER™ at Carolina Financial Group in Charlotte, NC, he became a valued resource for advanced retirement planning strategies. Driven by a desire to do more for his clients, Rob founded RB Wealth.
After growing up in Maryland, Rob moved to North Carolina where he attended Queens University of Charlotte. He double majored in both Business and Communications and was a 4 year member of Division II Men’s Lacrosse Team. In the Charlotte community, Rob volunteers as the Treasurer for Charlotte is Creative, a non-profit that supports arts and culture initiatives for new local businesses and underserved communities.
Outside of helping clients with their financial plan, Rob enjoys cooking, skiing, and spending time on the lake with his family and friends.
MEET
Swayze
Client Relationship Manager
With 18 years of retail and mortgage banking experience, Swayze joined RB Wealth in 2023 as a Client Relationship Manager. She is a native of Jackson, MS and moved to the Charlotte Metro in 2021 with her husband, and two daughters. She began her banking career as a teller and worked her way up as a loan assistant, branch manager, consumer and commercial lender as well as a mortgage loan officer. Swayze has a passion for building customer relationships and strives to exceed client expectations in handling the day-to-day operations of RB Wealth. In her free time, Swayze enjoys reading, drinking coffee and spending time with her family.
MEET
Yussef Gheriani, CIMA®
Head of Portfolio Management
Yussef has been analyzing investments and managing portfolios for over a decade. Yussef and his team assist with investment selection, investment analysis, research, economic insights, risk management, account rebalancing, tax-loss harvesting, and more. Yussef has spent his entire career doing research and analytics in addition to time working with charities overseas. At IHT, Yussef is responsible for investment implementation and analytics and often represents the firm in the public eye through appearances on networks such as TD TV or Bloomberg. He takes pride in being detailed, efficient, and data-oriented and enjoys working with advisors to inform decision-making and find investment solutions for complex client situations. Yussef is committed to working with new and existing advisors to innovate and improve their investing practices and investing methodology to better serve their clients.
A graduate of the University of Michigan and a Midwest native, Yussef is a staunch supporter of Michigan Football and Basketball. In his spare time, he enjoys cycling, soccer, and rock climbing. He is also committed to improving his community through volunteer work and currently sits on the Auxiliary Board at Shedd Aquarium.
Our Office
17810 Statesville Road, Suite 322, Cornelius, NC 28031