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Robert S
Series 63, Series 65
Centennial, CO
RCS Wealth Management
Robert Smith is a financial advisor at RCS Wealth Management in Centennial, CO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management LLC and MariPau Wealth Management LLC before joining RCS Wealth Management. He is also president of Seniors Only of Colorado, an insurance agency focused on life and annuity products. RCS Wealth Management provides discretionary investment management and comprehensive financial and retirement planning to individuals, high-net-worth households, and select corporate clients. The firm uses a passive, mean-variance approach with index mutual funds and ETFs, supplemented by third-party managers and risk-profiling tools, overseeing approximately $22.7 million in assets across 64 client relationships.
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