Tax-efficient investing for values-driven individuals.

Your story starts with what’s important to you, which is why we always start with you. 

By pairing tax planning and financial planning, we create a comprehensive strategy that reflects every part of our clients’ lives — business planning, lifestyle planning, retirement planning, estate planning, and more. We plan for their now, their someday, and their legacy.

Founded in 2016, Rushton Wealth Management was established when the partners of Rushton LLC recognized a growing need among their tax clients for integrated wealth management services. With more than 40 years of combined tax experience, they saw firsthand that financial advice works best when investment strategy and tax planning are aligned — not handled separately.

Today, clients don’t just receive financial planning. They experience the full Rushton approach: seamless coordination between tax expertise and financial advisors, intentionally designed around their goals, their values, and their “why.”

Business Planning

Tax-Efficient Asset Management

Financial Planning

Retirement Planning

Legacy Planning

Charitable Giving

Risk Management

We believe the way you use your wealth is a reflection of your values.

We partner with select families, individuals, and business owners to help our clients grow, preserve, and transfer their assets in a tax-efficient manner. We have a vast network of professional connections that enable us to help our clients with whatever their needs may be.

With a vast network of trusted professional connections, we’re able to support our clients in every stage of life — providing guidance and resources tailored to their unique needs.

Our pledge to you

We believe in teamwork, responsiveness, communication, consistency and client satisfaction. We pledge to earn your trust by always keeping our commitments, continually honing our skills, and providing you, your business and your family with exceptional service, without exception.