A more connected financial view
Your career created wealth.
Now make the pieces work together.
RPC Advisory Group advises corporate employees and South Florida public-sector executives on the investments, retirement benefits, and financial decisions that become increasingly interconnected as wealth grows.
02
A different starting point
Wealth becomes a coordination question.
Modern wealth means options: time, mobility, privacy, and access to quality advice when important decisions intersect. The question is how the decisions already in motion should work together.
Find your context
Your benefits are part of the career-created wealth picture.
RSUs, ESPP shares, company stock, retirement accounts, taxable investments, deferred compensation, and tax strategy can each create a decision. Start with the context that shaped yours.
View all proposed pathways
Featured perspective
When a portfolio grows, the decisions around it change.
Modern luxury is less about excess and more about optionality: time, mobility, privacy, and the ability to make decisions with clarity. Asset location, liquidity, concentrated stock, retirement income, and tax-aware investing can stop being separate conversations.
Read the Insights collection04
What we think about
The decisions that become connected.
01
Portfolio Strategy
What changes when the portfolio needs to support more than a single goal.
↗02Tax Strategy
Planning conversations that require clear coordination with a client’s CPA or tax counsel.
↗03Career-Created Wealth
Equity compensation, retirement benefits, deferred compensation, and taxable investments in one view.
↗04Public Sector Executives
Pension, DROP, deferred compensation, and the portfolio built alongside a public career.
↗
Background & verification
Know who you are working with.
Verify current certification and review professional background independently using the official resources below.
RPC
The RPC Advisory Group team includes Remy Dou, Luis-Angel Tobar, Kerry Casey and Carolina Potes.
Coral Gables
250 Catalonia Avenue, Suite 505
Coral Gables, FL 33134
This site intentionally does not imply an affiliation with any other firm in the building.
Meet RPC06
Latest insights
Ideas with more at stake.
RSUs, retirement accounts and taxable assets: one portfolio or four?
Perspective ↗What to model before leaving public service
Perspective ↗A first conversation
Start where the pieces meet.
An introductory meeting may be complimentary, subject to compliance approval. The purpose is to understand the circumstances, decisions, and questions worth exploring.
Explore the conversation