Jim Rudin & Tony Rubin have been recognized by Forbes as one of the 2024 Best-In-State Wealth Management Teams*.

At Rudin & Rubin Financial Group of Wells Fargo Advisors, we understand not only what it takes to build, preserve and pass on wealth, but also how these decisions can impact the future well-being of our clients—successful business owners, executives and most important—families. Our advice and solutions are based on much more than investments—on people, their financial concerns today and how we can make a difference in their lives across generations.

We'll focus on your financial world, so you don't have to.

Given our extensive experience managing wealth in every environment, our team is dedicated to providing the planning and wealth management guidance you need to weather difficult markets and pursue the goals that matter most.

We've created a family office environment where service comes first and our advice is integrated to address all of your family's financial goals and concerns. We're committed to earning your trust so that you can comfortably focus on the other areas of your life knowing we're dedicated to helping you.

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Contact us if you'd like us to help you develop strategies for pursuing your financial goals.
* Source: 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. 2023: Source: 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.