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Business growth can plateau. Having the right team in place helps drive breakthroughs.
We’ve worked with many organizations that have struggled for years to break into the next level. Each had unique struggles that an outside perspective can clearly diagnose.
How We Help For-Profit Businesses
Our core offering is a customized Advisory Board Build designed to match your business stage and goals. We help define your board’s purpose, structure, and ideal expertise, then source high-impact advisors and facilitate warm introductions through their networks.
From onboarding and governance to early meeting facilitation and ongoing performance tracking, we ensure your board stays aligned and effective. Every board is built to support growth, exit readiness, and deliver measurable ROI.
FAQS for Board Members & Organizations
Strategic Board Design
We define the purpose, structure, and ideal mix of expertise.
Board Member Sourcing
We help identify and connect you with high-impact advisors.
Onboarding & Governance Support with Ongoing Board Maintenance
Set clear roles, charters, and meeting rhythms. Optional facilitation and ongoing performance tracking keep your board aligned and effective.
ROI-Focused Implementation
Each board is designed to deliver measurable impact tied directly to your business priorities.
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Living in Las Vegas offers unique financial opportunities. Robert specializes in helping clients navigate Nevada's 0% state income tax environment through:
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Store every financial document in one organized, secure, and easily accessible location.
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Robert brings nearly 30 years of experience serving high‑net‑worth clients and their companies, including prior leadership as Nevada Head of Office for Goldman Sachs Personal Financial Management. He now leads a Las Vegas–based team at Farther, combining fiduciary planning, institutional‑grade strategies, and modern technology to help clients make confident decisions.
Robert holds the AIF® (Accredited Investment Fiduciary), AEP® (Accredited Estate Planner), and CFBS (Certified Family Business Specialist) designations, in addition to a Master of Science (MS) in Finance.
A fiduciary is legally obligated to act in your best interest at all times. Robert is a fee-based fiduciary, meaning he does not sell products or earn commissions. This structure ensures his recommendations are centered on your objectives.
Fee-based means we never earn commissions from the products we recommend. Our compensation is transparent and designed to remain aligned with your long-term financial success rather than product sales.
Comprehensive wealth management in Las Vegas includes six coordinated disciplines: cash flow planning, risk management, retirement strategy, investment management, tax-aware planning, and estate coordination.
Yes. Robert holds the Certified Family Business Specialist (CFBS) credential and has extensive experience helping business owners design exit strategies, navigate liquidity events, and manage succession planning.
Yes. Robert advises on RSUs, stock options, ESPPs, and concentrated stock positions. He develops tax-aware strategies to help you manage vesting schedules and exercise timing within your broader plan.
Nevada’s lack of state income tax creates significant opportunities for Roth conversions, capital gains harvesting, and retirement distributions. Robert helps you navigate these Nevada-specific strategies to help maximize your after-tax potential.
We serve the following areas: Las Vegas, Henderson, Summerlin, Green Valley, North Las Vegas, Spring Valley, Paradise, and the broader Clark County region.
The Farther platform was built by an elite engineering team to provide sophisticated portfolio management, automated tax-loss harvesting, and real-time financial planning insights in one centralized location.
Farther provides access to a broad range of investment solutions with tax-intelligent portfolio construction. We utilize automated tools designed to improve after-tax efficiency and keep your portfolio aligned with your risk tolerance.
Tax-loss harvesting strategically realizes losses to offset gains, which can help reduce your overall tax liability. Farther’s technology monitors your portfolio daily to capture these opportunities as they arise.
Farther provides high-touch, family-office level service without traditional investment minimums. We focus on households with complex planning needs; the best way to determine whether it's a good fit is to schedule a conversation.
Meeting frequency is customized to your needs. Most clients meet quarterly for a formal review, with additional touchpoints at significant life events or market shifts.
You can call (725) 238-4291 or fill out the form on this page. Robert offers initial consultations to discuss your goals and determine if our approach is the right fit for your situation.
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