Rice Wealth Management Group, Inc.

Rice Wealth Management Group provides discretionary portfolio management and related advisory services primarily to individual and high‑net‑worth clients and, less commonly for its peer group, to insurance company clients. The firm creates individualized Investment Policy Statements and manages portfolios using mutual funds, ETFs, equities, fixed income, real estate funds and annuities, and it may refer portions of client assets to third‑party managers.

The firm uses a mix of fundamental, quantitative, technical, charting and modern portfolio theory analyses and generally pursues long‑term trading with tailored model allocations and discretionary trading authority, conducting at least annual reviews. It requires clients to custody accounts with Raymond James & Associates and conducts due diligence and ongoing monitoring of any third‑party advisors it recommends.

Noteworthy differences from many peers include an affiliation with an insurance business and a licensed insurance producer on the firm’s management team, active sales of commissionable insurance products, and an explicit practice of serving insurance company clients—features that the brochure identifies as potential sources of conflicts and that are uncommon among supported firms. The firm states it documents those conflicts and fee‑sharing arrangements with third‑party advisors and discloses a previously resolved self‑regulatory matter involving a repaid client loan.