Chuck Rutenberg, RICP®
JBA Wealth Management Group
Financial Advisor in Fort Collins, and Serving Northern CO (Loveland, Greeley, Windor, Lakewood, Arvada, Aurora, and Denver, CO) and the Seattle, WA area.
970-223-1922
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
JBA Wealth Management Group
155 W. Harvard Street
Suite 401
Fort Collins CO 80525
JBA Wealth Management Group

Chuck Rutenberg is a Fort Collins, CO Financial Advisor located in Fort Collins and serving the entire Northern Colorado area (Loveland, Greeley, Windor, Lakewood, Arvada, Aurora, and Denver, CO) and Seattle, WA. JBA Wealth Management specializes in providing objective financial planning and investment management to help clients grow and protect their assets through all of life's stages.

Title in the firm
Chuck Rutenberg is a Financial Advisor with JBA Wealth management Group

Biography
I joined the JBA Wealth Management Group in 2002 following a career spanning 31 years in Manufacturing, Engineering, Marketing, Sales Management, and Corporate Finance with Eastman Kodak Co. and  Johnson & Johnson.  

My mission is to coach families to live a life of financial contentment, without undue sacrifice to their lifestyles, and without taking unnecessary investment risk.

As an independent professional advisor, my goal is to provide a resilient financial strategy, focusing on a macroeconomic approach rather than a micro or product approach. Your individual strategy will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change in all aspects of your life, so that it can work for you at every stage.  As you approach retirement, my focus will be on providing you with a consistent, steady, reliable and rising income when you need it most..

My approach to financial planning is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I’ll thoroughly explain the investment strategies I recommend, so that you’ll be fully comfortable with all aspects of your program. Every decision we make will be focused on achieving the results you want.

Securities offered through Securities America, Inc., an independent broker-dealer, member FINRA/SIPC, Charles J. Rutenberg, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Charles J. Rutenberg, Financial Advisor. JBA Wealth Management Group and the Securities America companies are separate entities.

Licensed in the following States:
Securities AE, AP, AZ, CO, DE, GA, IA, MI, MO, MS, NE, NY, OH, SD, VA, WA, WY

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