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Our Process

For clients seeking a strategic partnership founded on trust and expertise, RCS Wealth Management provides an advantage. By adhering to our rigorous and time-honored process, we keep our clients’ best interests at the heart of our approach.

From designing and implementing strategies to monitoring them for the long-term, we ensure our clients are closely involved with every aspect of our process.

Discovery
Successful planning starts with trust. We dedicate our initial meetings to learning about you and your life, both inside the financial world and beyond it. We seek to gain a thorough understanding of who you are and what you value most. Working from that foundation, we can create your custom plan and build a framework to grow and protect your wealth.

Design
While exploring your goals, we will analyze your risk tolerance, business commitments, family situation and more to develop strategies tailored to your best interests. As an independent firm, we design our plans based on objective testing and measuring, not on opinions. Our solutions are engineered to advance and achieve your most valued goals.

Implementation
After presenting our leading recommendations, we encourage our clients to take the time to select the strategies that excite them most. Upon your selection, we will set the plan to action. To ensure the total alignment of your strategies, we will coordinate our process with additional members of your team, including CPAs and attorneys.

Monitoring & Adjusting
Comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. Through ongoing strategy meetings and reviews, we will work alongside you to adapt to change and continue promoting your success.