Fort Worth, TX Office

RCA Wealth Strategies LLC provides ongoing discretionary and non‑discretionary portfolio management and investment selection services to individuals (including high‑net‑worth clients), business entities, and retirement plan sponsors. The firm also offers retirement‑plan consulting and participant education and makes insurance products and annuities available as part of its service menu.

Its investment approach combines a core passive allocation with active, tactical adjustments informed by fundamental analysis, quantitative models, modern portfolio theory and technical analysis; each client receives a tailored Investment Policy Statement and may be placed into model allocations. RCA manages both individual accounts and plan‑level investments and provides periodic reviews and reporting to align portfolios with client objectives.

RCA’s advisers are licensed insurance agents and operate an affiliated entity that promotes life insurance and fixed annuities, a relationship the firm discloses as a source of commission income and potential conflict of interest. The firm also discloses an operational relationship with a retirement‑plan administrator that provides recordkeeping and other services, and it uses a wider set of investment vehicles than many peers — including structured notes, venture capital funds, REITs and precious‑metal ETFs — which can add complexity and liquidity considerations for clients.