About
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...
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Services
Financial consultant
Financial Planning
Post-Exit Wealth Management
Exit Planning Advisory
Investment advising
Contact
Current Hours
- Sun CLOSED
- Mon 7:30 AM - 3:30 PM
- Tue 7:30 AM - 3:30 PM
- Wed 7:30 AM - 3:30 PM
- Thu 7:30 AM - 3:30 PM
- Fri 7:30 AM - 3:30 PM
- Sat CLOSED
-
Fri 7:30 AM - 3:30 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Date2011-05-01
- Annual Revenue Estimateunknown
- SIC Code show
- Employees2 to 4
- Contactsshow
- Contact Bob Roark