Welcome to RSWM! 

Columbus & Pittsburgh Premier Wealth Management Firm 

 

In addition to providing you with information on our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and potential clients. Our dedication to superior client service has brought us here as we endeavor to continue to provide the highest quality professional financial service and guidance.

As you browse our website, you will see that we have highlighted background information on our firm, our owners and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section). 

Please feel free to contact us with any questions or comments you may have. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Our Services

 

Financial Planning

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...
 

Tax Planning

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...
 

Investment Planning

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...
 

Retirement Planning

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...
 

Estate Planning

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...
 

Insurance Planning

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...

Our Team

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