Our Story
The Rampart Wealth Management story began with an assembly of financial professionals who have made it their life’s work to serve clients with sophisticated, confidential and objective personal wealth management. Our primary mandates are to enhance clients’ financial health by mitigating as many wealth eroding factors as possible and putting more capital to work. We recognize that over time investment trends may shift between favorable and unfavorable conditions / our role as trusted advisers is to recognize these trends and arm our clients with the best tools available to take advantage of each development with personalized, intelligent planning.
The Rampart Wealth Management brand depicts the pinnacle of strength of Castles and reminds us that families are housed and protected here. The relevance of this philosophy is Rampart Wealth Management believes at our core, that clients win over time utilizing both growth and defensive strategies.
In every decision, we are mindful of the fact that change is inevitable, and it’s how we as dedicated professionals handle those changes which requires focus, care and discipline that gives our clients confidence and restful nights.