About RS Wealth Management

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 Pershing LLC as custodian for client assets.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Information on this website is directed toward U.S. residents only. RS Wealth Management, Inc. is registered as an investment adviser with the State of Maryland. RS Wealth Management, Inc. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.