New York, NY Financial Advisors | The RS Group

Personal wealth management

The RS Group

212-626-8911

855-868-5005

1251 Avenue of the Americas
2nd Floor
New York, NY 10020

Comprehensive wealth management looks beyond the assets in your portfolio. We help develop integrated plans so you can see how all aspects of your financial life are interrelated and how each decision may affect your entire wealth picture.

The RS Group provides the expertise to manage your financial needs and the commitment to engaging each generation of your family, offering thoughtful education and advice to meet your goals. Whether you are navigating life’s milestones, managing business transitions or planning your legacy, we offer realistic guidance that grows with your needs.

Customized wealth and investment management

Financial planning
Customized asset allocation
Concentrated stock positions
Tax minimization strategies
Retirement planning
Estate planning strategies

Trust services
Education funding
Cash management services
Equity and fixed income management
Charitable trusts and philanthropic services

Corporate executive solutions

Review and analyze executives’ financial picture, including stock options, 401(k) plans, deferred compensation, pensions and insurance
Integrate corporate benefits with personal investment strategies
Optimize equity awards
Financial planning for officers and directors
Provide advice on company executive benefits

Insurance and lending

Life insurance
Annuities
Long-term healthcare
Residential mortgages
Securities backed lending

Holistic Wealth Planning

We take the time to understand the complexities of your entire financial life so that we can provide personalized solutions. We work with you to uncover your personal goals and conduct a thorough analysis to determine the steps necessary to build your unique financial plan. In addition, we can consult and coordinate with your legal and tax advisors.

Working with a wide range of clients, including executives at public and private companies, we provide advice regarding:

Investment strategy
Risk management
Asset allocation
Diversification
Efficient transfer of wealth
Retirement income planning
Life and long term care insurance
Legacy planning

Customized Investment Management

Because we provide comprehensive wealth management and build each customized investment plan, we have had great success positioning our clients to seize the opportunities of an unpredictable market.

As active portfolio managers in the UBS Portfolio Management Program (PMP), our approach is grounded in proper asset allocation. Our investment management capabilities provide access to:

Discretionary portfolio management
Unparalleled global resources
Multiple sources of world-class investment research
Analytical tools and operational excellence that support the construction and execution of a custom-tailored portfolios

Learn about our PMP portfolio that specifically identifies companies that consistently pay dividends

Platinum-level Service Committed to Accessibility and Communication

Exemplary service is essential to a successful relationship. Count on us to be:

Accessible – you set the level of communication that’s right for your situation
Responsive – we proactively communicate to keep you up to date about decisions regarding your accounts
Collaborative – our team works well together by making sure we keep you informed and connected

We treat all clients as individuals and we foster an environment that keeps you engaged in the manner most appropriate to your needs and schedule. Our exceptional client service team takes the extra steps to provide:

Customized reporting
Help with organizing tax information
Service to help simplify daily financial and investment issues

Depth of Knowledge and Experience

Our experienced team is highly credentialed and committed to providing clear and concise explanations, regularly discussing the various financial strategies that will meet your individual objectives.