Broker Check

RLS Private Wealth Consulting, Inc. 

RLS Private Wealth Consulting exists to serve. We excel in providing invaluable service, advice, and guidance to business owners and family offices with complex financial and legal structures.  Through comprehensive wealth and business succession planning, wealth concierge offerings, and select family office services, RLS is dedicated to helping clients achieve peace of mind with their financial affairs.  We believe that wealth is more than marketable securities and attaining success is much more than achieving a desired rate of return. Our ideal client values a professional advisory relationship with an experienced and trustworthy financial services veteran serving as their advocate and confidante. Because we do not sell financial instruments, our clients are confident that the advice, guidance, and service we offer is truly in their best interest.

How can we help your family build wealth and preserve your legacy?                                                                                                                                                               

                                                                                                                                                                                                                                                               

Your Trusted Advisor

Wealth Planning

Comprehensive financial planning services help clients define, organize, and achieve their financial, wealth, and legacy goals.

Learn more

Wealth Concierge

Connecting clients with appropriate resources, demystifying wealth management, and advocating for clients.

Learn more

Family Office Services

Empowering families with operational support, wealth management, governance planning, virtual file drawer, bookkeeping and bill-pay services.

Learn more
<p>--- no copy here ---</p>

--- no copy here ---

--- no copy here ---

--- no copy here ---
<p>--- no copy here ---</p>

--- no copy here ---

--- no copy here ---

--- no copy here ---
<p>Why We Are Different</p>

Why We Are Different

Our unique approach to wealth management provides clients with financial clarity, knowledge, and confidence. By garnering a thorough understanding of a client's financial situation, family dynamics, and aspirations, RLS crafts solutions and strategies that are actionable and impactful.

Unlike other firms that may focus solely on investments or insurance products to accomplish planning goals, we take a holistic approach to wealth management, actively coordinating the client's entire advisory team to make plans that are effective, efficient, and expertly coordinated.

Learn More
<p>Ready for the next step?</p>

Ready for the next step?

Achieve your financial, wealth, and legacy goals.

Have a Question?

Thank you!
Oops!