Who we are

CI RGT Private Wealth is a fee-only firm that provides investment advice and financial planning—always in our clients’ best interests. Since 1985, we have been passionate about helping clients along the path to greater certainty. We are based in Dallas, but are equipped to provide world-class financial services virtually to wherever you call home. In 2022, RGT partnered with CI Financial to become a partner firm of CI Private Wealth. CI is a permanent strategic partner who is committed to investing in our business, while enabling us to amplify the essence of who we are. Through our collective expertise and experience, we are able to simplify and solve even the most uniquely intricate of situations.


We focus on you

At CI RGT Private Wealth, we are dedicated to our clients, enthusiastically working with you to pursue your financial goals. We are strategic and think outside the lines to bring you fresh ideas. We manage your finances, so they don’t manage you. And that equates to complete peace of mind.




We invest in our community

We deeply care about our community. We live here. We work here. We raise our families here. That’s why our team devotes service hours and financial support to many worthy causes. Through the years we’ve been on the boards of dozens of local, nonprofit organizations, and we continue to give in order to uplift others and to help ensure Dallas remains the best place to live, work, and play.



At CI RGT Private Wealth, we are always looking for great people to add to our growing team. And we treat our team members with the same care and respect as our clients. And that’s why we have been named one of the best places to work by the Dallas Business Journal.

If you are interested in joining the team, please send us an email with cover letter and resume (including GPA for each college attended) to resumes@rgtadvisors.com. Please include the position of interest in the subject line.


The first step on the path to getting where you want to go starts with an honest conversation.