RCFOS Wealth

Your life is unique. Your vision, values, and aspirations are your own—and always evolving. We think your financial plan should reflect that. Let’s start making your future better, together.

Learn more about economic and market strategy insights from our team of seasoned investment analysts.

Real care from a true advisor. Really.

Ready for a genuine conversation and a meaningful relationship? Us too.

No holding back

Like a true friend, we’ll help you go after what you want and see your ideas to the end. But that also means your wealth advisor will tell you what you need to hear, even if it gets uncomfortable.

Listening between the lines

Hearing what you say. Picking up on what you don’t. It’s the best way for us to truly understand you and work for your dream.

Outcomes over income

True wealth means more than your bottom line. We’ll crunch numbers for you all day, but our care runs deeper to make sure you can protect and pursue what matters to you.

A powerful portfolio starts and ends with a caring team.

Where does your plan begin? It starts with a true advisor who takes the lead and works with a select group of highly credentialed financial planning experts.

You and your wealth management team will have the tools, resources, and insight to build a powerful portfolio.

  • Market and economic strategy
  • Asset allocation and diversification guidance
  • Portfolio construction and investment oversight
  • Access to carefully vetted traditional and alternative asset managers

Dynamic solutions for changing lives

As your assets, family, and passions grow, more complexities emerge—and considerations like tax planning, philanthropy, and family legacy may begin to take center stage.

See how we can help with what you need.

Investing and retirement

Solutions for retirement, education, security, life events, legacy planning, and more.

Trust and estate planning

Clear direction for the distribution of your property.

Lending

Exclusive credit-related services, and lending professionals who specialize in the strategic use of credit.

Banking

Premium services and accounts—checking, savings, credit, money market, asset management, CDs, IRAs, and more.

Risk management

Protection for your business, lifestyle, healthcare, retirement, wealth transfer, and legacy.

Online & mobile banking with RCFOS Wealth

Everything you need—and so straightforward

Financial and investment overview

  • Easily view and interact with all your investment accounts.

Financial planning tools

  • Use powerful tools to help you see your next opportunity.

Investment portfolio

  • Viewable through Online Banking and the RCFOS Mobile Banking app.