Founded in 2009, RS Wealth Management was launched with the sole focus of helping individual investors and families achieve their financial goals. As an independent investment firm, we pride ourselves in our ability to provide each client with personal attention and a customized investment plan that is designed to meet their unique circumstances.

RS Wealth Management uses a disciplined portfolio management strategy that incorporates four valuable investment principles:

• Asset allocation
• Diversification
• Periodic portfolio rebalancing
• A risk management overlay

RS Wealth Management Inc. uses Altruist, LLC as custodian for client assets.