A complete list of active advisors currently associated with RSW Wealth Management

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

RSW Wealth Management is a small, owner-operated advisory firm that provides investment management, financial planning, and participant-directed employee retirement plan services to individuals, trusts, charitable organizations and businesses. The firm documents client objectives with written investment policy statements, conducts ongoing portfolio monitoring and periodic reviews, and manages client accounts on a discretionary basis. The firm’s investment approach is rooted in Modern Portfolio Theory and a buy-and-hold, evidence-based strategy that emphasizes broadly diversified mutual funds and ETFs, often recommending Dimensional Fund Advisors (DFA) funds and using Monte Carlo analysis to inform asset allocation. For fixed income needs the firm may retain a third‑party fixed income manager and will retain individual securities where tax or client-specific reasons warrant retention. A notable feature of the firm is its affiliation with an accounting practice (RS Wait, Chtd.), with the principals splitting significant time between the accounting and advisory businesses and the potential for cross-referrals while maintaining separate compensation for each service. The principals hold CPA credentials (and one holds an Accredited Estate Planner designation), the firm receives research and support from DFA and uses Schwab’s advisor platform for custody and trading—combinations that are less common among similarly sized supported advisors.

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