Private Client Services
Our work begins with a simple truth: we must plan today for a future we cannot know. That requires more than a portfolio. It requires a partnership that connects present circumstances with future intent and adapts as both evolve.
My Purposeful Exit™ is our framework for comprehensive financial planning - or as we prefer to say - financial positioning.
Individual Services
Investment Management
Disciplined, globally diversified portfolio construction aligned to your risk tolerance, time horizon and broader plan.
Financial Planning
We coordinate cash flow, retirement goals, estate priorities and tax strategy into one structure, and stay engaged as each element evolves.
Estate Planning
We collaborate with your estate planning attorney and CPA to help ensure the people, causes and priorities that matter most are reflected in your wealth strategy and legacy planning goals.
Retirement Income Planning
We design income strategies that sequence withdrawals, manage required distributions and maintain spending flexibility so your assets may work efficiently across every stage of retirement.
Cash Management
Put a structure in place to capture and manage both your consistent and dynamic cash flow for building up reserves.
Debt Management
Analyze liabilities and design a payoff strategy that aligns with your overall financial goals.
Compensation & Benefits Review
We help you understand all of your executive and employee benefits and advise you with the aim of maximizing your total compensation to align with your financial goals.
Tax-Informed Planning
As part of wealth building, and we guide you through the impact of short and long term tax impacts. We aim to minimize your lifetime tax liability.
Insurance Planning
There are many ways to proactively manage the impact of life events on your cash reserves and growth of your assets. We will educate you about the appropriate protections like: life Insurance, Income Protection, Long-Term Care, Auto, Property, Umbrella, and more.
Overall Account Simplification
Streamline the number of bank, investment and retirement accounts to simplify your finances. See all of your account balances in one place using our Client Portal.
Concierge Services
Where relevant, our team will collaborate with your CPA, attorneys, bankers, realtor, and other professionals so you can spend more time focusing on your talents and with your family.
... and more!
Lesley Batson is an Independent Advisor Representative providing comprehensive business planning, financial planning and wealth management for business owners, executives, and other high-income, high-complexity households.
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Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
Rebel Rock Wealth is a DBA of Signature Resources Capital Management. Signature Resources Capital Management is a U.S. Securities and Exchange Commission (SEC) registered investment advisor.