RS Asset Management
ID: #1302215
Listed In : Financial Advisors
Business 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.
Business Hours
Monday : 07:30 - 15:30
Tuesday : 07:30 - 15:30
Wednesday : 07:30 - 15:30
Thursday : 07:30 - 15:30
Friday : 07:30 - 15:30
Saturday - Closed
Sunday - Closed
