Ralph Vartanian
Managing Partner
Personal wealth guidance
Plan the course.Protect the future.
Financial guidance for established families, business owners, and rising generations. The work starts with where you are today and where you want to go.
Personal guidance backed by the resources of Kingswood U.S.
Check our backgrounds on FINRA's BrokerCheckYour wealth advisory team
- Since 1982Serving clients
- Since 1998Working together
- Boca RatonFlorida
A clear strategy, revisited over time
See the whole course. Make the next decision count.
RMV brings investments, retirement, protection, education, estate considerations, and business planning into one understandable view.
Explore our approach- 01Understand
Start with your priorities, resources, and vision.
- 02Coordinate
Connect the financial decisions that affect one another.
- 03Navigate
Adjust with perspective as life and markets evolve.
Connected financial guidance
Every financial decision should serve the long game.
Choose a planning area to see how it fits within the larger financial picture.
View all services01
Wealth Management
Bring your priorities, resources, investments, and long-term vision into one coordinated relationship.
Explore the strategy 02Investment & Asset Management
Build and monitor an investment strategy aligned with your goals, time horizon, liquidity needs, and comfort with risk.
Explore the strategy 03Retirement Planning
Turn years of saving into a practical strategy for income, lifestyle, and the transitions retirement brings.
Explore the strategy 04Estate & Insurance Planning
Coordinate financial, protection, and legacy considerations with the legal and insurance professionals involved in your plan.
Explore the strategy 05College Planning
Prepare for education costs while keeping retirement and other important family goals in view.
Explore the strategy 06Business Succession Planning
Prepare for continuity, ownership transition, and the personal wealth decisions connected to the business you built.
Explore the strategyRalph & Michelle Vartanian
Two perspectives. One coordinated relationship.
Disciplined long-range thinking, careful listening, and a shared commitment to making financial decisions clear. Ralph's golf background reinforces a steady focus on preparation, judgment, and disciplined execution.
Meet Ralph & Michelle
Your next step
Let’s map your next move.
Begin with what is changing, what matters most, and what you want your plan to make possible.