Welcome to RSWM! 

Your Valued Partner in Wealth Management Proudly Serving Columbus & Pittsburgh

 

At RSWM, we combine personalized wealth management with forward-thinking tax strategy to help you keep more of what you earn—and build a future you're excited about. Whether you're growing a business, planning for retirement, or simply looking to reduce your tax burden, our team is here to guide you with clarity and confidence.

Our website is designed with you in mind. Here, you’ll find valuable resources—from financial tools and insightful articles to in-depth information about our services and the experienced professionals behind RSWM.

But the real value starts with a conversation.

If you're ready to explore how smart tax planning and strategic financial guidance can make a difference in your life or business, let’s talk.

Book your complimentary consultation and take the first step toward a more efficient, profitable, and confident financial future.

We pride ourselves on being proactive, responsive, and fully committed to your financial journey. Welcome to RSWM. Let’s build something great together.
 

Our Services

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent...
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to...
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we...
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries...
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their...
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life...

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