A complete list of active advisors currently associated with RLS Private Wealth Consulting, Inc.

Warmer can help you find a great advisor at RLS Private Wealth Consulting, Inc. or one who fits your needs even better.

RLS Private Wealth Consulting provides family office and comprehensive planning services to families, business owners, and high‑net-worth clients. The firm’s service menu includes family office executive support, bookkeeping and reporting, bill‑pay and cash‑flow management, estate and tax coordination, business succession planning, and concierge implementation assistance. Rather than acting as a discretionary money manager, RLS offers investment consulting and holistic wealth‑planning advice, including portfolio analysis, investment policy development, and coordination with third‑party investment managers; its investment reviews may draw on fundamental, technical, cyclical analysis and modern portfolio theory. Clients are onboarded to a third‑party Digital Family Office platform for secure document storage, ongoing reporting, and implementation tracking. What is distinctive is the firm’s emphasis on operational and governance functions—vendor onboarding, digital vault administration, family meeting coordination, and continuity/oversight work—which go beyond typical planning-only practices among similar advisers. Also notable for a small advisory team, RLS may be deemed to have custody when providing bill‑pay services and is therefore subject to surprise custody examinations and audited financial reporting.

To learn more about the advisors currently working at RLS Private Wealth Consulting, Inc., 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.