Ruttenberg & Co.

We are third generation financial professionals that combined, have over 23 years of experience from multiple corners of the industry.

01. Assess

In order to plan for something better, we need to know where things stand now.  Step 1 is to create your Statement of Financial Position.

02. Protect

Now that we know what you have, let’s make sure it’s safe.  Step 2 is to ensure the safety of your assets, income and family.

03. Plan

Finally, we build your Goal Plan with your goals top of mind.  Step 3 is to put it all together providing detailed implementation steps.

Goal Driven

Live Today And Plan For Tomorrow

Retirement is a phase of life, not a financial goal.

Our mission is to change this narrative and bring more depth to the question, “What are your goals?”

And we don’t just mean retirement.  We want you to focus on every phase of life, develop a goal, and develop a plan for that goal.  Afterall, if you dont have a plan for your goals, they are nothing but dreams.


Live Today


Plan for Tomorrow

The Ruttenberg Brothers

Third Generation Financial Advisors

BRad Ruttenberg CFP®, CTFA

Managing Member

Brad started his career working in Trust and Estate Administration in the banking arena.

Matt Ruttenberg

Managing Member

Matt built his practice from the ground up as an independent Financial Advisor early on in his career.

Our Passions

Why We Do, What We Do

Goal Driven

We feel goals are the main driver for keeping you motivated in life.

Financial PLanning

We believe that everyone, regardless of their stage in life, needs a plan.

Educating others

We share strategies for budgeting your goals at TheMoneyTwins.com

Get In Touch

5237 Summerlin Commons Blvd. Suite #v393  Fort Myers, FL 33907



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This communication is strictly intended for individuals residing in the states of Florida, Michigan, Nevada, New York, Ohio, and South Carolina.  No offers may be made or accepted from any resident outside the specific states referenced.

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Ruttenberg & Company are not affiliated.