Over 50 Years Managing Wealth for Individuals & Families
We’re a boutique wealth manager – by design.
RSMA Wealth Management is committed to providing deeply personal, high-touch service to our clients. We also deliver highly customized advice with no “off-the-shelf” recommendations.
- Who We Serve -
“We’re a boutique wealth manager because the quality of the advice, service, and relationships we have with our clients are more important to us than size.”
We’re an experienced team of Certified Public Accountants + Certified Financial Planners
With decades of experience and CPAs and CFPs® on staff, we have the expertise needed to advise clients on their entire financial picture, not just investments.
We deliver comprehensive, detailed financial plans.
Some clients hire us for investment management only. Others also want advice on their full financial picture: tax planning, budgeting, cash flow, insurance, retirement planning, and estate planning.
- Services we provide -
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Asset Management
Low-cost ETFs + alternatives
Broadly diversified approach
No fees on fixed income/bond holdings
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Retirement Planning
Detailed retirement income scenarios
Withdrawal strategies
Comprehensive annual reviews
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Tax Planning
Tax projections
Tax-loss harvesting
Tax-mitigation strategies
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Estate Planning
Estate tax analysis
Trusts and gifting
Insurance review
“We maintain detailed records of all our clients’ assets, liabilities, financial statements, cash flow projections, investment returns, and net worth.
Every year, without fail, we update these records, and we review and stress-test the plan relative to our clients’ objectives—all to ensure everything is working the way it’s supposed to.”
Explore Our Insights
