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 is a small, supported state-registered advisory firm that serves businesses and individual clients with comprehensive wealth planning, family office administration, concierge services, and investment consulting. The firm does not provide discretionary portfolio management or act as an investment manager; its work is primarily consultative and planning-focused. The firm emphasizes integrated planning and operational oversight, onboarding clients to a third‑party Digital Family Office platform for secure document storage, bookkeeping, budgeting, and consolidated reporting. Investment-related work is advisory: RLS helps create investment policy statements, performs portfolio analyses, coordinates implementation with third‑party managers or custodians, and conducts regular reviews on a quarterly service calendar. What distinguishes RLS from many peers is the depth of family office operations offered by a small team—day‑to‑day bill pay, vendor onboarding, general ledger management, family‑meeting coordination, and document governance—which for some engagements creates custodial responsibilities and an associated annual surprise exam. The firm also delivers advanced planning outputs such as estate‑waterfall analyses and comprehensive tax reports, and it incorporates family governance and client education activities that are less common among similarly sized advisory firms.

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.