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Looking for a Better Wealth Management Experience?

Welcome to The Will Group

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. As an independent wealth management practice in partnership with Kestra Financial, we offer a fully personalized investment approach with the freedom to choose from any product or service available to meet the needs of our clients.

Our Core Values

Focused on You

DRIVE FOR EXCELLENCE– Our focus remains on you, putting our experience to work by providing investment guidance directly related to your specific goals and aspirations.

BEST OF CLASS CLIENT EXPERIENCE – We value our relationships and getting to know who you are. Building connections fuels our high standard of care and service for our clients.

AUTHENTIC & TRANSPARENT APPROACH – We treat you like members of our family, choosing to be open and honest about every recommendation and step of the financial planning process.

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If you’re looking for...

A simpler way
A listening ear
A custom investment strategy you can actually understand
A clear financial plan created just for you

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Who We Help

Our clients are not just clients; they’re part of our family.

You’re so much more than a portfolio. Our relationships are the most important part of our practice. You’ll become part of our family in an environment where sound investment advice is the foundation, integrity is valued, and your voice is heard.

Schedule Your No-Obligation Consultation Today

Thank you!