Ci Rgt Private Wealth
CI RGT Private Wealth (formerly RGT Wealth Advisors) is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others. At RGT Wealth Advisors we recognize the importance of personalized services that are specifically tailored to our client’s needs. As an independent firm, RGT Wealth Advisors does not participate in either commission or transactional compensation, nor do we sell any financial products. We involve the client in the decision making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.
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Verified contacts
4
available on Kipplo
LinkedIn employees
56
51 to 200 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JB
Jessica Boghetich
Senior Director · General Business & Management
EmailPhone - JL
Joanna Lucas
Data Management Administrator · Information Technology
EmailPhone - SB
Stephanie Bronson
Senior Accountant · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Ci Rgt Private Wealth
4 distinct titles indexed · top 4 shown.
- 1customer support specialist
- 1data management administrator
- 1senior accountant
- 1senior director
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