These days, everyone is looking for a way to simplify. Our experience, standard of care, and unique perspective can change the way you manage your finances. The Will Group at RS Will Wealth Management offers an unwavering commitment and interactive approach to planning, while never compromising the service you deserve.
Our clients are family, in every sense of the word. We share life's challenges and celebrations while offering sound advice when you need it most. Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families and businesses throughout the United States.
Our clients are family, in every sense of the word. We share life's challenges and celebrations while offering sound advice when you need it most. Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families and businesses throughout the United States.
Services
Richard "Dick" Will started serving others in 1972 with this mantra, and the result has been more than 45 years of lifelong friendships, trust, and wealth creation. In 1994, our current President Bill Coffey joined Dick at Legg Mason, and together the practice continued to grow. Even though Dick is now retired, his original vision remains integral to the RS Will Wealth Management Group.
For individuals, families, and organizations, we help to build, preserve, and protect your wealth. In every stage of life, from starting out in your career to figuring out complex stock options, or diligently saving for retirement, to funding the education of your children and grandchildren, we want to help you make choices you'll be proud of decades from now.
Our clients come from a variety of backgrounds, ages, and stages of life. Whether you're in the prime of your career or preparing to make a major life transition, our team is ready to guide you in every financial decision you encounter. For financial security, you'll need to focus on balancing savings and a strong investment strategy while effectively managing your wealth.
It's understandable to want to know where you are in terms of being "on track." However, life is different for every one of us. Your plan to financial success is unique to your family, your income needs, and your goals, not to mention where you live. It's important for us to spend time getting to know you and finding out what is most important to you.
The Will Group is dedicated to providing in-person and online opportunities for our clients to connect and learn from industry leading professionals. Along the way, we like to have some fun, too. If any of the events below look interesting to you, please give us a call or register online. We'll be happy to add you to our guest list.
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