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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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Experience

Rob Wrubel, CFP® understands special needs families.

Does you current advisor?

Professional Dedication –
Rob is the father of a special needs child and has spent the last 7 years researching and understanding the issues faced by his own family. He has significant experience working with families with a disabled member.

Planning for families with a special needs member requires comprehensive knowledge of government, financial and life planning issues unique to our families. Many advisors simply do not understand how these elements must come together to help your family design a plan to meet your goals.

Rob understands how financial planning products and services can be used to protect and supplement potential government benefits. Many other financial advisors do not even know that they should review specific options when working with a special needs family.

Personal Knowledge –
Rob has three children. His middle child has Down syndrome. She is a thriving and active first grader participating in many school activities, music therapy and gymnastics.

Rob is an active member of the Colorado Springs Community and serves as President of the Board of Directors of Cheyenne Village – a residential and supported living organization serving adults with developmental disabilities. He also serves as a board member for the Colorado Springs Down Syndrome Association

Call 719-632-0818 to speak with Rob

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Phone: 719.632.0818
Toll-free: 800.984.9074
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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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Recent Blog Posts

  • Tips on the Stimulus Payments
  • Does Danger Lurk In Your Forms?

Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

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