What We Do

RSW provides industry-focused assurancefinancial planningtax and advisory services to privately owned and family businesses, while enhancing value for clients, allowing them to build personal wealth. We work with individuals, families, business owners and senior managers to help them cut through complex issues and deliver clear and practical solutions to meet their ever changing needs. We can identify, implement, and focus on the actions and activities that will increase profitability, improve effectiveness, and enhance over-all quality of life.

At RSW, we pride ourselves on working with family offices and high net worth individuals and their families; to help manage assets, assist with financial & estate planning, and on providing advice regarding legacy concerns. We help individuals and families better understand their financial outlook, while acting as an objective sounding board in providing strategies designed to assist with attaining long-term goals and objectives. In addition, RSW works and collaborates with other trusted advisors to determine optimal ways of mutually leveraging our capabilities so as to better serve our clients. We’re here to listen to your needs, truly understanding what is important, and what really matters to you, before delivering just that – what you, our client needs. We constantly seek new ways to create value and to provide innovative solutions each and every day.