Fiduciary Guidance

Since 2004, the RG Capital team has worked with and educated thousands of individuals and organizations ranging from fortune 500 companies to private clients. Our advisors have been invited to share their expertise on topics which include tax policy, innovation, entrepreneurship, globalization, wealth accumulation, capital markets, tax efficiencies, legacy planning, asset protection and business/practice succession.

RG Capital

Our Principles

We believe in the power of independence. Although centrally located in Phoenix, we have access to the resources of a national investment firm. Accordingly, we are not captive to any one particular financial institution. Instead, we have access to an expansive assortment of investments and planning tools.

By working with our independent broker or dealer, First Allied Securities Inc., we are free to provide you with the products, services, and guidance most beneficial to helping you achieve your personal financial goals, free of bias or conflicts of interest.

At many national brokerage firms, advisors may not have the freedom of choice. Many times, they are required to recommend what the firm suggests them to “sell". Due to our independence, your personal interests will always be our primary concern.

Our Partners

Tax & Accounting

We partner with DeShazer, Toren & Braden CPAs, PLLC. They specialize in tax preparation and planning, accounting, business valuation, business planning, and consulting.

Scott DeShazer
Derek Toren
Ike Braden
406-257-2522
http://www.dtbcpas.com/

Our Core Values

  • Integrity
  • Fiduciary
  • Quality
  • Attention to detail
  • Superior client relationships
  • Outcome focused
  • Client centric

Looking for professional and unbiased advice on wealth accumulation, capital markets and tax efficiencies?

OUR TEAM

Since 2004, the RG Capital Team has worked with and educated thousands of individuals and organizations ranging from Fortune 500 companies to private clients. RG Capital advisors have been invited to share their expertise on topics which include tax policy, innovation, entrepreneurship, globalization, wealth accumulation, capital markets, tax efficiencies, legacy planning, asset protection and business/practice succession

Kelly Richards President

Patty Gale Vice President

Susan Fick Client Relations Coordinator

Richard Oelze Chief Compliance Officer