R2 Wealth Management Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
R Wealth Management Partners (the legal entity R Capital Strategies, LLC) manages roughly $236 million for about 430 clients and works with individuals, high‑net‑worth individuals, employer‑sponsored retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides ongoing discretionary and non‑discretionary asset management, written financial planning, retirement plan fiduciary and fiduciary management services, and variable annuity sub‑account management.
Portfolios are tailored to each client’s financial situation, objectives, and risk tolerance and are monitored at least quarterly; the firm uses fundamental, technical, cyclical and charting analysis and executes trades primarily through Charles Schwab as custodian. R Wealth also offers modular and full written financial plans (hourly or fixed‑fee) and expressly addresses retirement plan rollover advice under ERISA fiduciary standards, with the ability to waive planning fees for asset management clients.
Noteworthy features include a relatively large asset base for a three‑advisor practice and the firm’s occasional client newsletters and free educational seminars and participant education for retirement plans — services the brochure notes are provided on an impersonal basis and are less common among peers. The brochure also discloses that representatives may sell insurance in a separate capacity and that the firm recently ended dual registration with another advisory firm, details that bear on potential conflicts of interest and recent operational changes.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services ranging from $250 to $1,000
$0 - $999,999: 1.25% $1,000,000+: 1.00%
Insurance products sold by representatives on commission basis outside advisory services
$200 per hour for financial planning services
Minimum fee: $250 minimum fee for financial planning services Fee-only: Financial planning services charged hourly at $200/hour or fixed fee from $250 to $1,000
Main office
6940 O Street, Suite 300
Lincoln NE 68510
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Illinois · Missouri · Nebraska · Nevada · North Carolina · Texas · Wisconsin
Also doing business as
R2 Capital Strategies, LLC · R2 Wealth Management Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew P
Series 63, Series 65
Lincoln, NE
R2 Wealth Management Partners
Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 17 years of industry experience. He holds Series 63 and 65 licenses and has worked with several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas Life Insurance Corp. Outside of his advisory role, Peterson is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, offering tailored discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm serves individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, corporations, and 529/HSA accounts, employing a mix of fundamental, technical, cyclical, and charting analysis.
Travis L
Series 63, Series 65
Lincoln, NE
R2 Wealth Management Partners
Travis Langemeier is a financial advisor at R2 Wealth Management Partners in Lincoln, NE, holding Series 63 and Series 65 licenses with 16 years of industry experience. His previous roles include positions at Paradigm Wealth Management and Alphastar Capital Management. Langemeier is also licensed as an insurance agent, dedicating part of his time to offering insurance products to clients. R2 Wealth Management Partners manages approximately $236 million for around 430 clients, serving individuals, high-net-worth clients, employer-sponsored retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides discretionary and non-discretionary asset management, financial planning, and fiduciary services, employing a range of analytical methods and offering tailored portfolios monitored quarterly.
Robert R
CFP®, ChFC®, Series 63, Series 65
Lincoln, NE
R2 Wealth Management Partners
Robert Rossi is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently part of R2 Wealth Management Partners, a team-based advisory firm located in Las Vegas, NV. Rossi has held roles at Paradigm Wealth LLC and Securities America Inc, and he is also president of Rossi Financial Services, where he offers fixed insurance and related support services. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and customize recommendations, incorporating strategies such as options trading, margin use, and discretionary management.
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