
Wealth PartnersThe Rutledge Custodio Team
Awards and Industry Recognition




Forbes
Welcome
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At The Rutledge Custodio Team, we recognize that significant wealth is accompanied by opportunities, as well as challenges. Clients look to us to provide leadership, structure, strategy, and organization, smoothing the intersection of their lives and wealth.
Our team is a tight-knit group that offers a different kind of client experience:
- You have access to all of us. We are a team in the true sense of the word. We work together to support you, combining our strengths to help you advance your goals. Close collaborators, we ensure your needs are top of mind. Together, we look to do all we can to advance steady progress toward your ambitions.
- Your needs command our attention. We serve a limited number of clients by design. Our approach simply cannot be mass produced. It is intensive, deeply customized, and thorough. Our clients appreciate the immediacy of our advice and the diligence of our process.
- Your peace of mind is the metric that matters most. We don't simply speak those words. We live them through our actions. The decisions we make, the scope of services we provide, the accessibility we offer—these offerings are designed to provide you with the peace and confidence to live a more fulfilling financial life.
Perspective that stems from experience
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Our team founders, Theresa Rutledge and Tony Custodio, have each worked in investing and wealth management for more than three decades. They are joined by team members A.J. Tarpley, Cynthia Cougoule, and Katherine Ryan—each of whom draws on significant exposure to the needs of an accomplished clientele.
We've worked with wealthy individuals and families throughout our careers, so we are keenly attuned to their priorities. Clients from varied paths have engaged our assistance, including technology founders, senior executives, private equity and venture capital principals, real estate investors, and athletes.
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Here are a few of the ways we add value to our clients' lives:
- Long-term planning. Financial planning is integral to our approach, aligning multiple variables to help clients define their goals, consider their risk tolerance, weigh their intentions, evaluate their options, and provide the structure to pursue their objectives more effectively.
- Portfolio design. Our investment process is firmly centered on the nuances of each client's situation, encompassing a tax-sensitive perspective. We customize each portfolio to reflect a client's time horizon, cash-flow needs, risk tolerance, and wealth-transfer objectives, adhering to a disciplined approach designed to yield long-term growth.
- Wealth transfer and legacy design. We have significant experience in trust design, working in concert with a client's external tax and legal advisors, as appropriate, to advance steady collaboration. We also draw on extensive knowledge of philanthropic services and family foundations, supporting clients in creating meaningful impact on their communities, near and far.
- Clarity and consolidation. Some clients engage our help after working in demanding careers for decades. Typically, they have wide ranging assets in multiple locations. They look to us to help streamline their financial affairs, reducing inefficiencies and remedying possible gaps.
Service that cements strong relationships
We've long believed that there are many things you can't control in wealth management: the investment markets, geopolitical concerns, and economic shocks, among others.
A fundamental tenet of our practice, however, is that you can control the quality of service that clients experience. We aim to serve you exceptionally well. Here are a few of the ways we look to deliver on that premise:
- We are extremely accessible and responsive. We pride ourselves on answering our phones, returning emails promptly and providing you with the reassurance you deserve.
- We relieve the administrative burdens of significant wealth. We are eager to reduce stress and aggravation in your life and restore time to your schedule. We've tackled some interesting requests over the years and listen with an open mind, unleashing our team of capable problem-solvers upon your needs.
Meet Our Team

Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights

The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now





