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RS Wealth Management

RS Wealth Management

(910) 256-7400

Our Commitment and Principles

At RS Wealth Management, the consistent driving force behind our firm relates to your success.  The satisfaction of seeing people reach a higher level in their financial lives due to the work and commitment by both us and them is our greatest professional reward.  Results are achievable when attitudes and actions are congruent with knowledge and effort.  We have discovered a few simple truths about our process over the years:

  • Think First - Listen First – Our first job is to help you think through your concerns.  We seek to understand you before we can be understood by you.  Our recommendations are based on the goals discussed and the information you provide.  
  • Straight Talk is Vital – Without honest communication the process never really gets started and the desired Win:Win result can no longer be achieved.  
  • Trust but Verify – Responsibility and Accountability need to be Quantified and Measured for both of us; if you are going to reach your desired outcomes.  
  • Confront Reality – Convincing yourself to believe something that is not true can be easier than admitting that you were wrong.  Seeking our services is an admonition of your current uneasiness.  It has been our experience that you rarely gain anything by shutting out the professionals who are in the best position to help you through your current challenges. 

We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of how important a disciplined approach is to the probability of your success.  Your success can only be measured through your execution.  We are here to assist you in the scariest inevitability – Change!  If you have any questions about your current financial situation or wish to schedule an appointment please contact us.