At Rumbaugh Financial, we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Rumbaugh Financial.

We work closely with high-net-worth individuals and families, then develop complex wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. During the entire process we limit loss through risk management.



We listen to clients articulate their needs, goals and priorities. Then we partner with them to develop holistic wealth and investment management strategies. We combine deep wealth management experience with the attentive client service that is the heart of the Rumbaugh Financial. Ultimately we arrive at sophisticated financial solutions so that our clients can achieve their stated goals.

A relationship with Rumbaugh Financial, Private Wealth Management, is one of the most distinctive in the financial world. Focused exclusively on your needs and those of your family, it commits Rumbaugh Financial's resources to achieving your goals. We will work to address your most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios and entities worldwide, to aligning your family governance structure and estate plan with your values and hopes for future generations.


Craig C. Rumbaugh, CEO