FINANCIAL PLANNING & WEALTH STRATEGIES

For privately held companies, executives,
and high income earners

At Ruttenberg Capital Group, we deliver tailored financial planning and wealth strategies that align with each client’s unique goals, values, and vision for the future.

Through disciplined guidance, trusted relationships, and a commitment to excellence, we help our clients build, protect, and preserve wealth for generations to come.

OUR TEAM

Zach Headshot
ZACHARY
RUTTENBERG
PRINCIPAL

EMAIL ZACHARY
About Zach
Ilana Headshot
ILANA
STERN
FINANCIAL SERVICES PROFESSIONAL
EMAIL ILANA
About Ilana
professional image of agent
CONNOR
SHAPIRO
INSURANCE
PROFESSIONAL
EMAIL CONNOR
About Connor
Susan Headshot
SUSAN
KNAPIK
SERVICE ASSISTANT

EMAIL SUSAN
About Susan

SERVICES


We work with corporate professionals and executives to design strategies that balance income protection, retirement readiness, and tax efficiency.
We help business owners safeguard their companies, families, and employees with tailored insurance and succession solutions.
For individuals and families with substantial assets, we focus on protecting lifestyle, transferring wealth efficiently, and minimizing tax exposure.
Executive Benefits Icon
EXECUTIVE BENEFITS

Business Succession Planning Icon
BUSINESS SUCCESSION PLANNING

Company Valuation Icon
COMPANY VALUATION

Employee Benefits Icon
EMPLOYEE BENEFITS

Life Insurance Icon
LIFE, DISABILITY INCOME, AND LONG TERM CARE INSURANCE SOLUTIONS

Estate Planning Icon
ESTATE AND LEGACY PLANNING

Retirement Planning Icon
RETIREMENT PLANNING

Philanthropy Icon
PHILANTHROPY

EXCLUSIVE RESOURCES &
STRATEGIC PARTNERSHIPS

Our firm is proud to be affiliated with New York Life-- a trusted industry leader-- and a network of exclusive resources that strengthen our capacity to serve clients with professional excellence, integrity, and expertise.
Strategic Partnership Icons

New York Life Insurance Company, a Fortune 100 company, provides the financial strength and stability that reinforces our insurance and protection offerings.

The Nautilus Group®, a service of New York Life Insurance Company, offers access to a team of credentialed professionals who assist with advanced planning strategies in the areas of estate, business, and charitable planning.

Eagle Strategies LLC, a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company, provides comprehensive, fee-based financial planning and investment advisory services.

NYLIFE Securities LLC, Member FINRA/SIPC, offers a broad range of investment products and brokerage services to support clients’ financial objectives.