What should I expect in my first meeting with a financial advisor?

At Rubiq, the first conversation is complimentary and focused on understanding your situation — your goals, your concerns, your current financial structure. We ask about your tax picture, your entities, your estate plan, and what's working or not working with your current advisor. There is no sales pitch and no obligation.

How long does it take to onboard with a new wealth advisor?

A comprehensive onboarding typically takes 30 to 60 days. This includes gathering documents, reviewing your tax returns and estate plan, building your financial model, and establishing custodial accounts. For complex situations with multiple entities or advisors to transition from, the process may take 60 to 90 days.

Can I transfer my accounts without selling my investments?

In most cases, yes. An in-kind transfer moves your existing holdings to a new custodian without selling them, avoiding capital gains taxes. Your new advisor can then evaluate the portfolio and make strategic changes over time rather than triggering a large taxable event on day one.

Rubiq Financial Partners - Contact

Contact a Fiduciary Advisor
— Let's Talk.

Whether you're starting fresh or looking for a second opinion, we're here to listen. The first conversation is always complimentary — no obligation, no minimum required.

Phone

610-215-9499

[email protected]

Office

1065 Andrew Drive
West Chester, PA 19380

Serving West Chester, Exton & Chester County

What to Expect

30-minute introductory call

No obligation, no pressure

Discuss your goals & situation

Learn if we're the right fit

Tell us a little about you and someone from our Rubiq team will get back to you within one business day.

Name

Phone (optional)

Best way to reach you Email Phone

Where are your investment accounts today? (optional)

What would you like to talk about? (optional)

Please don’t include account numbers, Social Security numbers, or other sensitive details. We’ll ask for anything we need once we talk.

Contact a Fiduciary Advisor — Let's Talk.

Contact a Fiduciary Advisor
— Let's Talk.