A complete list of active advisors currently associated with R2 Wealth Management Partners

Warmer can help you find a great advisor at R2 Wealth Management Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at R2 Wealth Management Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.