RS Asset Management

Description:
RS Asset Management is an SEC-registered investment advisory firm in Colorado Springs, Colorado, specializing in post-exit wealth management for business founders who have completed a liquidity event. Managing Partner Bob Roark, CEPA®, and Partner Sean Soulivie, CEPA®, bring decades of combined market experience helping entrepreneurs navigate the financial complexities after a business sale. Services include dynamic portfolio management, retirement income planning, tax-efficient asset allocation, and comprehensive wealth planning through the WMOS framework. RS Asset Management operates on the LPL Strategic Wealth Management platform, serving clients across 18 states.

List of Services:
Financial consultant
Financial Planning
Post-Exit Wealth Management
Exit Planning Advisory
Investment advising

Number of Employees:
3

Date of Company Formation:
2011

Payment Method:
Personal Check, Invoice

Business Hours:
Mon: 07:30 - 15:30
Tue: 07:30 - 15:30
Wed: 07:30 - 15:30
Thu: 07:30 - 15:30
Fri: 07:30 - 15:30
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
+1 888-998-3466

Contact Email:
[email protected]

Mobile Number:
7193374182

Fax Number:
7196230327