Allworth Financial

Jul 2026

Great Experience thus far with these guys getting me into a strategy and actively managing my investments that were otherwise stuck in lifecycle funds. It is not JUST that they win bigger than you can win going it on your own when the market is up, its that you lose less when things are NOT going well. James R has taken great care of me, is very responsive to my inquiries, and proactively stays on top of me for quarterly reviews and happy to do more if requested. Add in all the other extras you get access to using them and its hard to see there being a much better option out there.

Jun 2026

Rutledge and his team have done an outstanding job taking care of me before and after retirement. My nest egg continues to grow bigger even with monthly withdrawals.
My wife and I couldn’t be happier!

Mar 2026

My advisor James Risavalto along with his assistant Matt Macek, are absolutely the best. James takes the time to explain my Portfolio, using real terms that I can understand. Investing and planning for your future retirement can be stressful. Since coming to Allworth, I have received the individual attention that is so important no matter your age or financial background. I would and do recommend Allworth Financial to my family and friends.