RCM Capital Management: Independent Financial Services

Our 3 Step Process

We understand the emotions and considerations involved with trusting someone to guide your financial future, and it's a responsibility we don't take lightly.

discovery

We want to learn more about your personal situation, identify your dreams and goals, and consider challenges and opportunities you may face.

Planning

We will create a plan based on your unique situation, values, and risk tolerance that include options to consider and implement.

implementation

We help you to implement strategies discussed throughout the planning process. We will continue to monitor your plan with regular communication and be there throughout your entire financial journey.

Worried That Your Financial Strategy Is Missing Something?

We combine technology and experience to create custom solutions.

As wealth increases, new issues and opportunities make wealth planning increasingly important, and often complex. Our team of experienced planning professionals work with you and your other professional advisors to help integrate your current objectives and long-term goals into your overall plan. We strive to deliver practical, executable strategies and solutions.
Wealth strategists typically analyze a client’s current investment portfolio, tax situation, retirement plans and executive compensation arrangements, as well as existing estate, gifting and charitable plans. But the process does not end there. We remain integral to your relationship team, proactively identifying strategies that may be of interest, based on changes to estate planning and wealth preservation techniques, and providing periodic reviews of your portfolio.
Different asset classes tend to act in specific ways, similar to the investing climate they inhabit. By choosing how to divide your portfolio, you have a certain amount of control over the experience you'll have as an investor. Meeting with an experienced Advisor can help you develop a strategy that is right for you.
We want to understand what really matters to you and document those goals as critical benchmarks for success. Together, we’ll work to integrate your dynamic financial life into an investment strategy and portfolio that’s backed by our firm’s best resources. Working under a fiduciary standard, we ensure every decision is focused on serving your best interests.
An estate plan can help you control the transfer of wealth, fulfill your philanthropic goals and minimize taxes. A trust can be an important element of your estate plan, offering the flexibility you need to meet a variety of short and long-term planning goals. Our team can help you implement an effective estate plan and educate you on the types of trusts that may fit your needs.
Having served generations of families, we have the knowledge, resources and experience to administer trusts and estates with sensitivity and professionalism. With trust and wealth strategies professionals located in offices across the country, we can work closely with you, your family and your advisors to administer your estate plan both during and after your lifetime.