RLS Wealth Management was established in 2015 with a vision to choose best-fit clients and provide personalized financial planning and investment management, regardless of age, net worth, or investable assets. The result is a firm that offers a subscription relationship catering to young professionals, WealthFusion™ and the traditional AUM relationship catering to pre-retirees/retirees. The foundation for the relationships with our clients is a financial plan—one that’s customized and goal-oriented. The ultimate goal is to help the people we work with live their best lives and meet personal and family goals.
Currently, we are welcoming a limited number of clients each year—primarily referrals from existing clients. Visit our website to learn more about our services and when applications for new clients open.