Rapp Wealth Management

Phone:

949-951-6317

Fax:

949-225-7106

E-mail:

wrapp@capitalsynergypartners.com

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WELCOME TO RAPP WEALTH MANAGEMENT

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to introduce our firm and services to you. We are here to help you reach your financial goals. We hope you see the value of working with experienced professionals to pursue your financial goals.

Explore our site. Contact us if you have any questions. Be sure to add our site to your list of "favorites" in your Internet browser. You will find a wealth of information in the form of newsletter articles, calculators, and research reports. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

More Calculators