RS Asset Management

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, and comprehensive wealth planning through the WMOS™ framework. RS Asset Management operates on the LPL Strategic Wealth Management platform, serving clients across 18 states.

Service area

Serves the business city