Wealth Management Services

Personalized Investment Planning Process
- Identification of Investment Goals, Sensitivity to Risk, and Time Horizon
- Review of Existing Portfolio
- Implementation of a Disciplined Investment Strategy with a Risk Management Overlay
- Quarterly Performance Reports and Review
Retirement Consulting Services
- Pre-Retirement Planning
- Retirement Plan Consolidation
- Individual Retirement Plans (IRAs)
- Retirement Income Solutions
- Timely Communication on Tax Law Changes
Insurance Services
- Analysis of Existing Coverage
- Life Insurance
- Long-Term Care Insurance
Educational Savings Strategies
- College Savings Plans (529s)
- Educational IRAs for Private Schools (Coverdell IRA)
- Custodial Accounts
Cash Management
- FDIC Insured Money Market Funds
- FDIC Insured Certificates of Deposit
Asset Management / Brokerage Services
- Equities
- Exchange Traded Funds
- Fixed Income Securities
  - Taxable
  - Tax-Free
- Mutual Funds

Securities are not insured by the FDIC or any other federal government agency, have no financial institution guarantee, and may lose value.

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.