Portfolio Management and Planning for Long-Term Success
Get the Personal, Expert Advice You Deserve
Clarity
We listen and design your investments to meet your unique needs and goals.
Comfort
Your RSS team has decades of experience guiding individuals and families.
Care
Expect concierge-level service designed around your planning and investment needs.
You’ve achieved financial success.
You deserve a quality of investment management and financial planning that understands your individual, family, and inter-generational income and growth needs.
San Francisco Bay Area investors and their families have relied on the RSS team since 1984.
Our goal is to demystify and simplify investment management, planning, budgeting, and gifting.
As a fiduciary partner, our goal is to give the you peace of mind that comes knowing your portfolio and goals are well understood and managed.
We make it easy to get started.
We Connect
We meet to listen, ask questions, and understand your needs, goals, and priorities.
We Create a Plan
We create a financial and investment management plan to meet your income, growth, and gifting goals.
We Collaborate
As a fiduciary partner, we collaborate to assure your interests are always first.
RSS is a fee-only, independent registered investment advisor.
Our team has been providing individuals, families, trusts, foundations and non-profit organizations with investment and wealth management solutions to meet their financial goals for more than 40 years.