A complete list of active advisors currently associated with RC Wealth Management

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

RC Wealth Management LLC provides investment management and related financial planning services, including portfolio management, investment consultation, and periodic educational workshops. The firm typically implements strategies by recommending and overseeing third‑party or institutional investment managers and sub‑advisors rather than sponsoring wrapped‑fee programs itself. The firm’s investment approach is based on fundamental analysis with a flexible, risk‑aware process that seeks to preserve capital in weak markets while pursuing attractive risk‑adjusted returns in stronger markets. Portfolios are constructed across mutual funds, ETFs, equities, fixed income and other pooled vehicles (excluding leveraged or derivatives strategies), and the firm conducts due diligence and ongoing reviews of any recommended third‑party managers. Noteworthy aspects include the firm’s provision of paid educational seminars and the availability of limited‑scope, hourly planning engagements—features that are less common among peers in this category. The firm also disclosed that it had no reportable client assets under direct management as of the end of 2015 and operates as a small, adviser‑centric practice that relies on third‑party managers and custodial relationships for implementation and custody.

To learn more about the advisors currently working at RC Wealth Management, 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.