With a singular focus on helping financial services clients make well-informed real estate decisions, Rubicon assists firms of all sizes to plan, secure and fully optimize their portfolios – now and for the future.

Our Advisory Services

Credit Unions

From branches to HQ’s, we assist clients in getting the most out of their real estate in an effort to retain staff, build membership, reduce costs and optimize results.

Community Banks

Our vast experience in the credit union industry melds well with our service to community banks. While the two may seem similar from the outside, we understand the subtle but important differences.

Wealth Management

In today’s world, the office space that Wealth Management firms secured three ago may not be optimal for today. Learn how we help clients envision their needs through a new lens.