Why Choose Us
Five reasons we may be a great fit for you
RSS believes that size doesn’t equal strength. If anything, we believe being a small team that keenly understands each client’s needs is key to how we deliver excellence.
Here are five reasons we might be a great choice for you and your family
We strive to get to know you, your life vision, and how we can align our work to help you reach your investment goals.
Our job is not only to manage the investment process, but to do so with great communication and transparency.
We customize an investment program to serve your unique needs and goals and update and adapt it as your situation evolves.
Our team acts as your financial quarterback on important matters such as funding a new house, forming an estate plan, financing higher education, and/or referring you to appropriate legal, mortgage, and estate counsel.
We build long-term relationships with clients. To us, success is earning the invitation to serve several generations of clients’ families including grandparents, parents, children, and grandchildren.
Clients value the RSS team’s respectful approach, consideration of privacy, and responsiveness to their investment concerns.