RO2 WEALTH

Overview

RO2 Wealth operates as a small, owner-managed limited liability company focused on financial planning and portfolio management for individuals and small businesses. The firm emphasizes advisory work delivered through fixed-fee and hourly engagements and supplements client education with seminars and workshops. RO2 Wealth reports a non-discretionary advisory model, which means clients retain trading authority and the firm provides guidance, plan construction and ongoing review rather than unilateral trade execution. Investment activity centers on broadly held public funds rather than direct stock selection or bespoke alternative structures. The firm does not identify as an ESG investor, does not serve as a pension consultant, and is not positioned as a capital allocator. The business model and service mix suggest a boutique practice geared to a small number of relatively large accounts where the advisor provides hands-on planning and portfolio oversight rather than large-scale asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices