San Luis Obispo, CA Office

The Rice Partnership, LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, businesses, and charitable organizations. Services described in its brochure include investment management, financial and estate‑planning assistance, investment policy statements, ongoing portfolio monitoring, multi‑family office solutions, and support for securities‑backed loans and 1031 exchanges using Delaware Statutory Trusts (DSTs).

Portfolios are customized and typically managed on a discretionary basis, combining a tax‑aware, low‑turnover core U.S. equity approach and active fixed‑income management with low‑cost ETF allocations for global exposure. The firm leverages strategic partnerships and external sub‑advisors for satellite strategies, and it monitors third‑party managers and private or alternative investments as part of tailored client allocations.

Distinctive aspects disclosed in the Form ADV include an affiliated advisory entity, Wealthjar Investment Advisory, LLC, which the firm operates as a subsidiary and which the brochure identifies as a potential source of conflicts of interest. The Rice Partnership also notes several less-common practices for a firm of its size: selective credits toward third‑party estate‑planning legal work for some clients, turnkey multi‑family office services, ongoing monitoring and quarterly billing practices for DST/1031 investments, and participation in referral and custodial programs it discloses in its brochure.