Objective advice and unbiased wealth consulting services for families and business owners

A Practical & Thoughtful Approach

RLS Private Wealth Consulting has a passion for providing unbiased wealth planning, consulting, and advisory services to those with complex financial and family situations. Taking an academic, practical, and thoughtful approach to helping clients with their wealth planning and financial management needs, a consultative advisory relationship allows each valued client to garner extreme benefit by working through the wealth planning and/or business succession planning process.  

We believe that true wealth is not only found in the financial assets that a family has accumulated, but in the unique relationships that family members have with one another, and their contribution to social causes that are important to them. Therefore, our planning recommendations take into consideration each client’s unique business, wealth, family, and social situation. We address the planning process in a holistic and highly confidential manner, considering both qualitative and quantitative factors in the recommendations and advice we provide.  We believe that unbiased advice is the best advice, therefore we do not sell financial products to our clients.  We are a fiduciary for our clients in the truest sense of the word.

Trust

Wealth
Planning

Helping clients identify and prioritize their dearest aspirations and most critical financial risks
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Banking

Distinctive
Solutions

We create a custom action plan and implement tailor-made solutions to ensure your success and peace of mind
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Investment

Relationship
Management

We coordinate your team of professional providers and offer on-going monitoring
of your financial affairs
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