Business Hours
Monday 7:30am - 3:30pm
Tuesday 7:30am - 3:30pm
Wednesday 7:30am - 3:30pm
Thursday 7:30am - 3:30pm
Friday 7:30am - 3:30pm
Saturday Closed
Sunday Closed
Accepted Payments
personal cheques
Year Established
2011
RS Asset Management
5731 Silverstone Terrace, Suite 280, Colorado Springs, Colorado, 80919
Today 7:30am - 3:30pm
Listed In: Financial Planning
RS Asset Management is an SEC-registered investment advisory firm in Colorado Springs, Colorado, specializing in post-exit wealth management for business founders who have completed a liquidity event. Managing Partner Bob Roark, CEPA®, and Partner Sean Soulivie, CEPA®, bring decades of combined… RS Asset Management is an SEC-registered investment advisory firm in Colorado Springs, Colorado, specializing in post-exit wealth management for business founders who have completed a liquidity event. Managing Partner Bob Roark, CEPA®, and Partner Sean Soulivie, CEPA®, bring decades of combined market experience helping entrepreneurs navigate the financial complexities after a business sale. Services include dynamic portfolio management, retirement income planning, tax-efficient asset allocation, and comprehensive wealth planning through the WMOS™ framework. RS Asset Management operates on the LPL Strategic Wealth Management platform, serving clients across 18 states. Read more
RS Asset Management
5731 Silverstone Terrace, Suite 280, Colorado Springs, Colorado
5731 Silverstone Terrace, Suite 280, Colorado Springs, Colorado