Roubaix Capital LLC

We are a fee-only financial advisory and consulting firm specializing in investment services, retirement income planning, and comprehensive financial planning for wealthy individuals, senior corporate executives, business owners, and their families. Our services include tax planning/forecasting, tax-aware investment and risk management, insurance optimization, estate planning, personal real estate, workplace benefits, budgeting, college planning, and general financial planning to reach financial freedom from being required to work for an income.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.