A complete list of active advisors currently associated with RS Wealth Management, Inc.

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

RS Wealth Management, Inc. is an SEC-registered, single-advisor investment advisory firm that provides non‑discretionary portfolio management and related financial planning to individuals, including high‑net‑worth clients. As of December 31, 2025, the firm reported about $47.7 million in client assets across roughly 72 client relationships and primarily advises on mutual funds and exchange‑traded funds. The firm provides tailored, non‑discretionary recommendations after gathering clients’ investment objectives, risk tolerance, and financial information, and it monitors and rebalances portfolios while requiring client approval before executing transactions. RS Wealth’s stated methods include fundamental and technical analysis and the use of both long‑ and short‑term trading when suitable; the brochure notes tax efficiency is not a primary consideration unless specifically agreed in writing. Distinctive features disclosed in the brochure include that the firm manages essentially no discretionary assets (all AUM reported as non‑discretionary) and that its representatives are licensed independent insurance agents who may sell commissionable insurance products in addition to charging advisory fees. The firm also routinely directs business to and recommends specific custodians (Shareholder Services Group and Pershing) and discloses the potential receipt of brokerage products or services from those providers, a set of external relationships that is less common among peer independent advisors.

To learn more about the advisors currently working at RS Wealth Management, 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.