Wealth Management

As fiduciaries, we believe that the right approach to wealth stewardship begins with proper planning to create a roadmap for our clients’ future to protect and increase wealth. We will be with you every step of the way to enhance your financial freedom. Explore our holistic planning knowledge.



Investment Planning

rso wealth will help you understand your investment risk tolerance, continually determine your asset allocation needs and recommend the appropriate investment vehicles to preserve your wealth and pursue your goals.

Tax Planning

We leverage our knowledge in financial and tax services to ensure your wealth management plan is operating in the most tax-optimized manner possible. This includes planning to help ensure that you don’t pay more than the law requires and looking for ways to reduce current and future tax burdens.

Retirement Planning

Meticulous ongoing planning and goal setting are necessary for your retirement to live up to your expectations. rso wealth will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during a time when you reach that retirement stage of your life.

Estate & Gift Planning

We understand that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in life. With our deep understanding of your total financial situation, we will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. Together we will leave behind the legacy you desire.

Insurance Planning

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan? And does it take any recent life events into account? As life changes, so do your insurance needs and the strategies needed to protect your lifestyle and your family members who are dependent on your income.

Charitable Giving

rso wealth understands that fulfilling your philanthropic passions can be one of the most emotional and impactful parts of a plan. With our in-depth knowledge of your total financial situation, we will work to maximize the financial opportunities you provide to chosen beneficiaries and the charitable organizations important to you.

Cash flow

At rso wealth we design a financial plan that address our clients’ individual needs and goals – whether it’s to fund college, purchase a vacation fund or plan for retirement.