Questions You May Have
Making it Easy to Get to Know Us
We know how important it is to select an advisory team that understands you and is built to serve your needs.
Here are answers to a few questions that explain why RSS has become the choice of many individuals and families over the last 40 years.
What makes RSS different from other advisors I’ve worked with?
We’re intentionally small so we can go deep. That means fewer clients, more time per relationship, and advice that reflects your real life — not just your risk tolerance or account size. We combine investment management with real financial planning, and we’re not here to “sell” you anything. Our goal is to be your thinking partner — someone who helps you make confident decisions in a complex world.
What’s the advantage of working with RSS versus a national firm?
We’re built for depth, not scale. That means fewer clients, more attention, and advice that reflects your actual life . We do not have layers of bureaucracy. When you call us, every team member knows who you are. We build real relationships with strong accountability.
What should I expect from the RSS team?
You should expect a thoughtful process, clear communication, and advice that actually reflects your goals — not just your numbers. We’ll start by understanding your full financial picture and what matters most to you. Then we’ll build a plan and investment strategy designed around your life, not just the markets. You’ll hear from us regularly, not just when something’s wrong. And you’ll always know what we’re doing, why we’re doing it, and how it connects to your bigger picture.
What kind of clients are a good fit for you?
Our best relationships are with people who value collaboration, want to make informed decisions, and see their financial life as something worth actively stewarding. If you’re looking for a long-term partner who will think alongside you — not just execute transactions — we’ll likely be a great match. We’re probably not the right fit for someone looking for quick market wins, stock tips, or a set-it-and-forget-it advisor.
How do you keep your advice current in a fast-changing world?
It’s a challenge, but ongoing education is part of our ethic. We regularly read updates on personal finance tax changes, investment research, and behavioral finance insights to keep our advice timely and relevant—not just technically accurate.