Broker Check

                                                                                                                                              (262) 641-0800

RPS is distinct and different; our mission is to serve

And we do so daily by dedicating our depth, experience and leading edge tools and resources

to best serve the investment fiduciary and personal needs of each and every employer, employee and

private client we support in a genuine, proactive and caring manner.

Employer Sponsored Retirement Plans * Private Client Wealth Management 

Employer Sponsored Retirement Plans

We create strategies that are tailored to your needs and goals.

Learn more

Private Client Wealth Management

Years of experience have prepared us to guide you through your life transitions.

Learn more

Meet the RPS
Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

In an industry of in-distinction and indifference RPS is distinct and different; we serve our clients by assisting them in pursuing the success they desire, as well as enjoying the journey along the way. Highlights of our client-centered service model include:

We Truly Care about the employers, employees and private clients we serve, and our ability to do so is reflected in our:

  • Single digit ratio of employer sponsored retirement plans to RPS team members.
  • Commitment to be a key resource to our private clients throughout the remainder of their financial journey regardless of whether any revenue continues to flow to us in the latter years.

We are Here to Serve and ideally positioned to do so by leveraging the experience of our 9 seasoned professionals with over 207 cumulative years of financial industry experience and the leading edge tools and resources we integrate to deliver highest quality outcomes in efficient, effective, consistent and cost effective manners.

Fiduciary Capacity is the manner in which we provide over 95% of our services to help ensure our work is objective, our interests align with our clients' interests and because we are held legally accountable if we do not meet these standards.

Scale of Our Clients has ranged from start-up plans to multi-billion-dollar employer sponsored 401k, 403b and pension retirement plans since our inception in 2004; the net worth of our private clients has spanned from five to eight figure dollar amounts.