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Designing customized wealth planning strategies as your family’s

Private Wealth Advisor

We are dedicated to providing your family with a customized solution for your unique and complex financial circumstances.

Designing customized wealth planning strategies as your family’s

Private Wealth Advisor

We are dedicated to providing your family with a customized solution for your unique and complex financial circumstances.

Designing customized wealth planning strategies as your family’s

Private Wealth Advisor

We are dedicated to providing your family with a customized solution for your unique and complex financial circumstances.

Why Us?

We are a boutique, independent Registered Investment Advisor that can directly manage all aspects of your family’s financial and investment needs.

 

About Us

Based in the New York metropolitan area, our firm has served the investment community for over 25 years. We combine the perspective of an experienced investment manager with the personal attention of a boutique trusted advisor to provide customized investment management and wealth planning solutions.

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Our Philosophy

Our firm’s core philosophy is that investors are best served with independent financial advice free from brokerage conflicts of interest combined with the advisor’s direct management of investment portfolios. As a fiduciary, we make investment decisions for clients that are only in their best interest and we do not outsource client funds to third-party managers.

 

Our Process

We strive to understand each client’s unique goals and objectives at the outset of the client relationship. Typically, we will arrange a series of initial meetings to develop an initial financial or investment plan. We then work closely with our clients to monitor and refine their plan over time as circumstances change.

Clients We Serve

We are dedicated to professionally supporting, educating, and providing informed direction to clients at all stages of life.

 

Emerging Wealth

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Wealth Accumulators

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Retirement and Pre-Retirement

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Our Services

RDM Capital offers a comprehensive array of financial and investment services to accomplish all of our clients’ objectives.

 

Portfolio Management

We specialize in creating separately managed portfolios and taking sole responsibility for selecting securities that will fit each client’s unique investment goals.

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Wealth Planning

Our team works hand in hand with our clients to develop long-term wealth planning strategies that are intended to grow and transfer family wealth efficiently.

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Insurance

We will review your family’s life insurance needs and provide a solution to ensure that family income is protected.

 

Your Finances

If a review of expenses and budgeting is requested, we will create personal financial statements and make recommendations to maximize funds available for savings and investment.

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Our Team

Learn more about our team of professionals.

Bruno LaRocca

President

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Bruno LaRocca

The principal and founder of RDM Capital is Bruno LaRocca. Mr. LaRocca is a graduate of Cornell University and has completed his graduate studies in Business Administration – International Finance and Economics at New York University. He was a Vice President of Bankers Trust Company in New York until 1979, where he served in a variety of increasingly responsible positions in New York, Europe, and Latin America. Mr. LaRocca is fluent in Italian, Spanish, and French. Since 1979, he has been involved in all aspects of investment banking and portfolio management for individual and corporate investors, both foreign and domestic.

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Matthew LaRocca, CFP®

Managing Director

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Matthew LaRocca, CFP®

Matthew LaRocca, J.D., CFP®, is Managing Director and Chief Operating Officer at RDM Capital Associates, Inc. Matt is responsible for client-specific investment decisions and portfolio allocation. He also is a financial analyst with expertise in fundamental equity analysis. Matt is a Series 65 licensed investment adviser representative and NJ licensed life insurance producer. He was previously a corporate attorney with Skadden, Arps, Slate, Meagher & Flom LLP in Wilmington, DE specializing in mergers and acquisitions, securities transactions and corporate law advice and is a member of the Delaware bar. He graduated from Cornell University, B.S., and Villanova Law School, magna cum laude.

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Client Center

We are dedicated to professionally supporting, educating, and providing informed direction to clients at all stages of life.

 

Calculators

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Newsletters

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Client Planning Portal

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Pershing Client Portal

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Our Blog

Check our Wealth Management Blog regularly for news and insights into the financial markets and developments within the financial industry.

Second Quarter 2022 Market Commentary

Submitted by RDM Capital on September 7th, 2022

Please click here to view our latest market commentary.  

Tags:
  • Economy
  • Market Commentary

Wealth Monitor

Submitted by RDM Capital on September 7th, 2022

This month we are sharing the first edition of our wealth monitor that we will be distributing periodically to you, which will focus on topics related to our clients’ wealth planning.  This is intended to complement our quarterly market commentaries that primarily focus on developments in the investment markets.   In the wealth monitor, we intend to share articles and timel

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Wealth Monitor

Submitted by RDM Capital on August 23rd, 2022

This month we are sharing the first edition of our wealth monitor that we will be distributing periodically to you, which will focus on topics related to our clients’ wealth planning.  This is intended to complement our quarterly market commentaries that primarily focus on developments in the investment markets.   In the wealth monitor, we intend to share articles and timel

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Contact Us

For more information about RDM Capital, please contact us.

Phone: (732) 576-1671
Fax: (732) 576-1674

Email: info@rdmcapital.com

263 Broad Street, Red Bank, New Jersey 07701

   

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RDM Capital Associates, Inc. (“RDM”) is a registered investment adviser located in Red Bank, NJ and registered with the states of New York, New Jersey and Florida. RDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which RDM maintains clients. RDM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration. RDM’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of RDM’s web site on the Internet should not be construed by any consumer and/or prospective client as RDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RDM. Any subsequent, direct communication by RDM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RDM, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of RDM’s current written disclosure statement discussing RDM’s business operations, services, and fees is available from RDM upon written request. RDM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to RDM’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.

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