RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning and institutional quality investment management strategies. Alex is one of the best financial advisors I have had the pleasure to work with.
The investment management he provides to his clients doesn't just cover his AUM, it extends to all areas of his client's personal finances including their mortgages. Alex will tell you when it is time to refinance into a lower rate. Given that real estate is an average american's biggest investment, refinancing at the right time has a huge impact.
The investment management he provides to his clients doesn't just cover his AUM, it extends to all areas of his client's personal finances including their mortgages. Alex will tell you when it is time to refinance into a lower rate. Given that real estate is an average american's biggest investment, refinancing at the right time has a huge impact.
Services
Each one of our team members brings unique value, comes from a unique background, and has a strong opinion. We work together to optimize the solution to our client's challenges. Risley founded RHS Financial after realizing that he could make a bigger impact in his clients lives if he ran a truly independent firm his way.
Find out how to maximize your good decisions. Make the most of your equity compensation, tax laws, investment opportunities, and personal finance strategies. Step Two: A discovery meeting to dive deeper. Utilizing traditional financial planning practices and the Invest With Purpose process we can discover what is truly important to you and how we will help you get there.
Leave the mindset of scarcity behind. Instead, build your aspirational financial plan and the kind of wealth that is the envy of your peers, establish a legacy that will outlive you and meaningfully alter the lives of your family and the world around you.
Our Invest With Purpose process has been developed because wealth isn't just about money; it's about your family, your passions, your challenges, your values and your desire to give back to the community.With this knowledge we create a mind map that is the guiding document and how success will be measured for you.
Our Invest With Purpose process has been developed because wealth isn't just about money; it's about your family, your passions, your challenges, your values and your desire to give back to the community.With this knowledge we create a mind map that is the guiding document and how success will be measured for you.
Our clients are like micro-entrepreneurs, trying to create their own personal "wealth start-up." A strategic framework for short-term goals like buying a home to long term goals like philanthropy and retirement. Every financial plan is actionable, simple, and as unique as our clients. We start with a foundational plan that lets you measure your financial improvement in actual dollars.
Reviews (4)
Alex Greer
Dec 05, 2020
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Alex is one of the best financial advisors I have had the pleasure to work with. The investment management he provides to his clients doesn't just cover his AUM, it extends to all areas of his client's personal finances including their mortgages. Alex will tell you when it is time to refinance into a lower rate. Given that real estate is an average american's biggest investment, refinancing at the right time has a huge impact. Not every financial advisor goes above and beyond like this.
Aldrich Waren
Nov 28, 2020
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I started working with RHS Financial in October 2019. Alex has been an awesome financial advisor and partner to work with. What I like most is that he takes the time in the beginning to get to know you as a person - your career aspirations, your priorities, and side hobbies that fire you up. He gets a holistic picture of you as a foundation for creating a financial plan that's tailor made for you. He makes the process feel very personal, but at the same time, he's very professional when it comes to being responsive, taking notes, and following up with action items. I've learned so much about risk
Paulius Jurcys
Jan 18, 2020
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Irina Stanescu
Sep 29, 2019
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If you're a young professional and you don't know how to invest your money, what a diverse portfolio means, how to assess financial risk, how to be smart about your retirement and your taxes, then Alex Caswell from RHS is the person to go to. Besides getting the best out of my investments, Alex is super organized & communicative, goes above and beyond in making sure I understand each step and also helps alleviate all my money related anxieties.
