“Our independence here at Snowden Lane Partners allows us to evaluate investment strategies, managers, and products with complete impartiality. Our primary focus is and has always been on our clients, and in their best interests.”

Who Are We?

We are independent registered investment advisors with more than 40 years of advisory experience with both domestic and international clients. In this complex world, you deserve a talented team with deep resources to break down complicated financial challenges with customized, actionable, and honest advice. As your fiduciary, we are bound to find you the best possible investment solutions available at the lowest cost on your behalf. In other words, this is the advice we would give our mother.

Our Value Statement:

At The Rodriguez Group our mission is to empower individuals and businesses across the globe to achieve financial success and security. We provide tailored financial advice and innovative solutions that are grounded in integrity, expertise, and a deep understanding of diverse markets. Our commitment to excellence and personalized service helps our clients navigate complex financial landscapes with confidence, ensuring their long-term prosperity and peace of mind.

Our Typical Client:

We specialize in providing truly independent and unbiased financial advice to families and organizations, both domestic and internationally, at pivotal stages of their financial journeys. Our comprehensive services encompass investment and liability management, estate planning, retirement planning, and overall financial strategy. As fiduciaries, we are committed to an integrated approach, believing it to be the most effective method for managing our clients’ financial well-being.