Rvw Wealth
At RVW Wealth, we are committed to delivering exceptional investment management and financial advisory services with integrity, objectivity, and deep expertise. Founded in 2006 as an outgrowth of the highly regarded CPA firm Gerber & Co.(established in 1986), RVW Wealth blends decades of experience in accounting, tax, and financial planning to provide holistic, client-centered solutions. Our multidisciplinary team includes CPAs, tax professionals, personal financial planners, and economists — all united by a singular mission: to empower our clients with clear, research-driven investment guidance. We serve as true fiduciaries, offering transparent, low-cost, and evidence-based strategies tailored to your goals and risk preferences. In a world full of noise and complexity, today’s investors are seeking trusted advice that is simple, disciplined, and aligned with their best interests. At RVW Wealth, we don’t chase trends — we rely on rigorous quantitative analysis and time-tested investment principles to help you pursue long-term success with confidence. Our ultimate goal? To free you from financial worry so you can focus on living a purposeful and fulfilling life. Disclosures Registration of an investment advisor does not imply any level of skill or training. This page is for informational purposes only. Advisory services are offered only where RVW Wealth LLC and its representatives are properly licensed or exempt from registration. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. As a registered investment advisor, we are prohibited from posting or displaying testimonials or endorsements related to our services. For this reason, we have disabled LinkedIn recommendations and endorsements. Links to third-party content are provided for convenience and do not constitute an endorsement or guarantee of accuracy by RVW Wealth LLC.
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Verified contacts
11
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- DS
Donovan Schafer
Director of Retirement Plan Services · General Business & Management
EmailPhone - SL
Simon Liu
Senior Equity Trader · Finance & Accounting
EmailPhone - JN
Jeff Niedermeyer
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - LG
Loren Gesas
Sr VP · General Business & Management
EmailPhone - ES
Erik Stevens
Financial Advisor · Finance & Accounting
EmailPhone - MV
Morgan Vickers
Executive Assistant · General Business & Management
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Rvw Wealth
7 distinct titles indexed · top 7 shown.
- 1alternative investment manager
- 1director of retirement plan services
- 1executive assistant
- 1financial advisor
- 1senior equity trader
- 1sr vp
- 1vice president, wealth advisor
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