
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

A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now





