About Us

Founder's Message:

Over 15 years ago, while working for one of the world's most reputable private banking firms, a client asked a question that changed the trajectory of my career. He asked, "Is there a firm where I can just get good financial planning advice without someone trying to sell me something?" That question came at a pivotal time as the industry was changing immensely through the Great Recession and financial services firms worldwide were struggling to survive the industry's new normal.

As time passed and I took a hiatus from corporate America, that client's question continued to resonate. With a good nudge from a former client and trusting in God's providence, I founded RLS Private Wealth Consulting, Inc. in 2016. We serve significantly successful business owners and their families throughout California with uncompromising integrity and expert financial advisory services.

From my upbringing in Michigan and California's Central Valley, I was raised to value honesty, integrity, a strong work ethic, respect, and responsibility. Loyalty and the genuine desire to help others drive my passion for serving clients with their wealth and legacy needs. I'm grateful for that client's question so many years ago, and I'm proud to serve clients without selling financial products. We have removed all conflicts of interest so our clients can be sure our advice and service are always in their best interest.

- Rhonda

Empowering Business Owner Families

We understand the unique dynamics of family-owned businesses—from first-generation wealth creators to multi-generational legacy families. Our deep expertise and extensive professional network allow us to seamlessly navigate the complexities of wealth, succession, and growth.

We believe in long-term partnerships, providing tailored strategies that evolve alongside your business and estate. Whether you're building, managing, or transitioning wealth, our services are designed to support your family's success—today and for generations to come.

Trusted Partners in Family Office Management

Families with significant wealth rely on us as integral partners, providing expert guidance and unwavering support in managing their financial affairs. We understand the intricacies of serving multi-generational families, each with unique interests, needs, and priorities.

At RLS, we specialize in strategizing, administering, and overseeing complex financial, estate, legal, and family legacy structures. With deep respect for privacy and communication preferences, we tailor our approach to align with each family's distinct dynamics.

As trusted advisors and organizational stewards, we offer a clear voice of reason, ensuring seamless coordination and efficient oversight of the myriad responsibilities that come with profound wealth. Our commitment is to preserve and enhance your family’s legacy—now and for generations to come.

FAQs

How is RLS different?

We believe exceptional advice begins with true independence. As your trusted advisor, we work alongside you—not across the table—providing objective, conflict-free guidance without selling financial products or accepting referral compensation, so every recommendation is made solely in your family's best interest.

Who does RLS serve?

Quality over quantity is our philosophy. We intentionally serve a select group of successful business owners, multi-generational families, and family offices whose financial lives require sophisticated planning, thoughtful coordination, and trusted guidance.

Whether building wealth, preparing for a business transition, or stewarding a lasting family legacy, our clients share one common characteristic: complexity. They value objective advice, experienced counsel, and a long-term partner who helps organize, simplify, and coordinate every aspect of their financial lives.

Many of our clients are family business owners and entrepreneurs who have created significant wealth, while others are multi-generational families focused on preserving and transferring their legacy. Regardless of where their wealth began, they seek a trusted advisor with the expertise to help protect what they've built, navigate life's complexities, and confidently achieve their long-term goals.

Going above and beyond isn't a slogan—it's our commitment to every client we serve.

What is RLS's approach to risk mitigation?

At RLS, risk mitigation is not a single service or strategy. It is an ongoing discipline woven into how we advise, plan, and serve our clients. Experience has taught us that protecting client wealth requires more than managing investment risk. Exceptional families face a broader range of risks—from family harmony and privacy to business interests, tax exposure, legal structures, governance, and the many operational details that come with significant wealth.

Our role is to proactively identify and address these risks before they become problems. Through proactive planning, ongoing oversight, and careful coordination with our clients’ professional advisors, we help families make thoughtful decisions and stay ahead of issues that could otherwise become costly or disruptive.

Our commitment to risk mitigation is also reflected in how we operate and in our regulatory oversight by the Securities and Exchange Commission and the California Department of Financial Protection and Innovation. We also follow professional standards established by the CFP Board and FINRA. This multi-layered framework helps ensure that our clients receive advice grounded in integrity, transparency, and objectivity—not sales incentives.

Let's Get Started