INDEPENDENT INVESTMENT ADVISORY
Financial Planning Positioning
for when 'life happens' today and into the future.
We guide financial decisions for earners with dynamic income and busy schedules.
"Aligning money towards a life that let's you do what you want,
with who you want, wherever you want for as long as you want, has an incredible return."
- Morgan Housel, The Psychology of Money
Our Philosophy
Life happens and plans change. We believe we should help position you for all the highs and lows you will experience.
True wealth is about having options.
We are your partner - we work along side you to educate so you can make informed decisions.
We believe in diversity across asset classes.
We believe in cross generational conversations
As fiduciaries, your best interest is our shared priority.
Our framework provides structure and flexibility to best serve you.
We believe in working efficiently, taking a lead for a collaborative approach with your other professional advisors.
Two-way communication is key and you are always in control.
Who We Serve
'Dynamic Income Earners' leverage our process because we have cash flow control at the center of it. We understand the challenges and complexities of inconsistent business revenues quarter to quarter, commission, bonus and incentive pay amounts that vary year to year, and an income and tax situation that changes throughout the year when you're in-season or on a project.
My Purposeful Exit™ is our dedicated framework for comprehensive strategic financial positioning.
Business Owners
& Entrepreneurs
Comprehensive service offering for business owners integrating your company into your personal financial picture. Our priority is to help you increase company value, unlock your equity, stay 'exit ready', and have confidence you and your family are taken care of.
Executives &
High-Earning Professionals
As your career progresses, you consider creative compensation offers. We help you navigate your income that varies due to commissions, bonuses, long-term incentive plans, stock options, and other forms of executive compensation. We aim to minimize your tax exposure with tax-informed planning.
Athletes
& Entertainers
Whether you are preparing for a new project or contract, preparing to wind down your career with many years still ahead, or you've already moved on to your next chapter, your life has a lot of moving parts. With our expertise, your extraordinary career can yield a meaningful life with peace of mind.
Lesley Batson is an Independent Advisor Representative providing comprehensive business planning, financial planning and wealth management for business owners, executives, and other high-income, high-complexity households.
Let's Connect on...
Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
Rebel Rock Wealth is a DBA of Signature Resources Capital Management. Signature Resources Capital Management is a U.S. Securities and Exchange Commission (SEC) registered investment advisor.