RS Will Wealth Management

Welcome to The Will Group at RS Will Wealth Management, a trusted financial partner dedicated to simplifying financial well-being for individuals, families, and businesses. Located in the heart of Frederick, Maryland, we pride ourselves on offering an unparalleled commitment to our clients, regardless of their location. Our experienced team leverages a unique perspective and interactive approach to planning, ensuring that the service you receive is tailored to your specific needs and goals.

As an independent wealth management practice in partnership with Kestra Financial, we have the freedom to choose from any product or service available, allowing us to create a fully personalized investment approach for each client. Our mission is to empower you to live a financially confident life by enabling you to make decisions you'll be proud of in ten years. We believe in higher standards for a better future and strive to provide clear, sound advice that you can understand and trust.

Our Core Values

At The Will Group, we are guided by a set of core values that shape every interaction with our clients:

• Focused on You: Our focus remains on you, putting our experience to work by providing investment guidance directly related to your specific goals and aspirations.
• Best of Class Client Experience: We value our relationships and getting to know who you are. Building connections fuels our high standard of care and service for our clients.
• Authentic & Transparent Approach: We treat you like members of our family, choosing to be open and honest about every recommendation and step of the financial planning process.

Services Offered

Our comprehensive suite of services is designed to simplify the financial lives of our clients. We provide personalized guidance in the following areas:

• Retirement Planning: We help you prepare for the retirement you've always envisioned by developing a custom plan that takes your unique goals and risk tolerance into account.
• Investment Management: Our team utilizes a disciplined investment process designed to help you build wealth and protect your assets. We offer a variety of investment strategies and products tailored to your specific needs.
• Estate Planning: We work with you to develop a comprehensive estate plan that ensures your wishes are carried out and your loved ones are provided for. Our team can help you navigate the complex world of estate planning, including trusts, wills, and powers of attorney.
• Insurance Services: We offer a range of insurance solutions designed to protect you, your family, and your business. From life and disability insurance to long-term care coverage, we can help you find the right solution for your needs.
• Tax Planning: Our team of experts can help you develop a tax-efficient strategy for managing your wealth. We work closely with your tax professionals to ensure that your financial plan takes full advantage of any available tax benefits.
• Money & Lifestyle: We believe that true wealth is measured not only by financial assets but also by the quality of life you enjoy. Our team can help you create a plan that aligns your financial resources with your values, goals, and passions, allowing you to live the life you desire.

Who We Serve

At The Will Group, we proudly serve a diverse range of clients, including:

• Sports & Entertainment Professionals: We understand the unique challenges faced by professionals in the sports and entertainment industries. Our team has extensive experience working with athletes, actors, and musicians, helping them navigate the complex world of financial management.
• Business Owners: As a business owner, you have distinct financial needs and goals. Our team can help you develop a comprehensive wealth management strategy that takes your business into account, ensuring that both your personal and professional assets are protected and growing.
• Families & Individuals: Regardless of your stage of life or financial situation, we are committed to providing the highest level of service and guidance. Our team works closely with families and individuals to create customized financial plans that evolve with their changing needs.

If you're looking for a better wealth management experience, we invite you to explore our services and learn more about how we can help you simplify your financial well-being. Schedule your no-obligation consultation today and experience the difference that The Will Group can make in your financial journey.