RCS Wealth Management

Overview

RCS Wealth Management is an independent, Colorado-registered advisory corporation serving primarily individual and family clients. The firm operates under an owner-led structure and charges fees as a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also acts as an insurance broker. RCS Wealth Management identifies as a capital allocator and performs manager selection for third‑party advisors and runs educational seminars and workshops for clients. The firm does not identify as an active ESG investor and is not positioned as a multi‑state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices