It has been said that if you don’t know where you are going, you will never get there. In successful investing, nothing could be more true. At RHS, we understand that even the most efficient, low-cost portfolios won’t get you all the way to building true wealth. You need a framework to build on your success.
We see all of our clients as micro-entrepreneurs, trying to create their own personal “wealth start-up” that will not only help them meet their shorter term financial goals, like sending kids to college, but also focuses on fulfilling their longer term philanthropic and retirement aspirations. Our mission is to help guide our clients with a vision towards their future wealth.
We start by getting you to Invest With Purpose® which means discovering what makes you really tick and what it is you are investing for. We then build academically researched, low-cost Portfolios Engineered To Do Better® that should do better over the long haul. After working with us for a period of time, we then develop the Rightfolio® for you which balances your lifestyle and investments. After that, we build a Framework For Financial Success® that becomes the roadmap for building and preserving true wealth.