RCH Fields Family Wealth Management LLC

Overview

RCH Fields Family Wealth Management LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with personalized planning and portfolio services. The firm acts as a capital allocator — it manages portfolios directly and also selects third-party managers where appropriate. Core business activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly fees and fixed fees. Investment posture is conservative-to-moderate and centered on publicly available pooled vehicles rather than concentrated single-stock bets. The firm is not an active ESG investor and operates primarily within a single state. It is structured as a limited liability company with individual ownership and is not positioned as a pension consultant or related adviser.

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Investments & Alternatives

Location & Offices