Meet Rubino & Company

Patricia A. O'Malley The great thing about people who work for nonprofits is their passion for their mission. I work with the management and governance of nonprofit organizations to help them understand and meet the financial and regulatory demands they face, so that they can be more focused on what they do best.

Patricia A. O'Malley

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You need a partner to support you as you navigate today’s complex financial challenges. You want to take responsibility for your financial future but are unsure how to proceed and know you need to make informed decisions.

The financial advisors at R&M Wealth Management Services, LLC, in association with Wells Fargo Financial Services, Inc., provide a full spectrum of financial planning and “wealthcare” advisory services for individuals and companies.

We work with individuals on a range of issues from basic financial planning to complex investment strategies. For our corporate clients, we provide access to expertise in a variety of areas that affect the overall financial health and growth of a company. The professionals at Rubino & Company and Wells Fargo have extensive experience and expertise in developing wealth management and preservation plans for clients with a wide range of needs and financial goals.

Our wealth management services include:

  • Asset protection mechanisms
  • Business succession planning
  • Company and employee fringe benefits
  • Education planning and funding vehicles
  • Estate preservation techniques
  • Executive compensation
  • Financial planning analysis
  • Investment management and advisory services
  • Life, disability, and long-term care insurance policies
  • Benefit plan design and management
  • Philanthropic strategies
  • Retirement accumulation strategies
  • Risk management and insurance protection

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