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 serves high-net-worth individuals and businesses with family office executive and comprehensive wealth-planning services. Its offerings include family office operations (bookkeeping, bill pay, cash flow management), concierge and special-project support, estate-planning coordination, and onboarding to a third‑party Digital Family Office platform for secure document storage. The firm provides non-discretionary investment consulting and holistic financial planning, using fundamental, technical, and cyclical analysis when reviewing client investments and helping clients select or coordinate with third‑party investment managers. RLS structures engagements around project- and service-based billing rather than relying on traditional percentage-of-assets advisory models and facilitates client access to a DFO technology platform managed by an unaffiliated provider. Distinctive features include a focus on acting as a family “chief operating officer” with hands-on administrative oversight—such as vendor onboarding, family governance monitoring, and family meeting coordination—and advanced deliverables like estate waterfall analyses and comprehensive tax reports. As a small, focused advisory team that does not manage assets on a discretionary basis, the firm also handles custodial bill-pay relationships for select family office clients, which subjects those engagements to surprise custody examinations.

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.