RH2 Wealth Advisors, LLC

RH2 Wealth Advisors is a small independent registered adviser that provides solicitation and referral services to individuals, trusts, and business entities rather than direct portfolio management. Its sole advisory activity is identifying and recommending third‑party investment managers; RH2 does not manage client assets, execute trades, or provide ongoing investment supervision.

The firm considers a client’s circumstances when recommending one or more third‑party managers and expects clients to review the managers’ disclosure brochures for details on strategies and risks. RH2 does not bill or deduct investment advisory fees from client accounts directly; instead it is paid by the third‑party managers under solicitor arrangements disclosed in its brochure.

RH2 is affiliated by common ownership with an accounting firm, and that affiliation is a source of client referrals disclosed as a potential conflict of interest in its Form ADV. The firm is also a licensed insurance agency and its advisers may recommend insurance products, so its practice combines solicitation to external portfolio managers with ancillary accounting and insurance activities rather than the percentage‑of‑AUM, hands‑on portfolio management model used by many peers.