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RS Asset Management

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Phone

+1 888-998-3466

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Service Number

n/a

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Fax Number

+1 719-623-0327

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Last Updated On

Apr 7, 2026, 3:22:08 AM

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5731 Silverstone Terrace, Suite 280

80919Colorado SpringsColorado

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Listing ID

47626502

About RS Asset Management

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.

Keywords

Financial consultantFinancial PlanningPost-Exit Wealth Management

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