Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wait is a financial advisor with RSW Wealth Management. Richard has been in the financial services industry since February 1995. Richard is registered to provide investment advisory services in Nevada. Richard is a Certified Public Accountant (CPA) and is also a shareholder and CPA at RS Wait, CHTD., an accounting firm in Reno, Nevada. Richard also holds a 50% interest in RJ LLC, a partnership that owns commercial real estate in Reno. Richard is a director for Sierra Nevada Masters Swimming, Inc., and Sierra Nevada Water Polo, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NV
02/03/2017 - Present
RSW Wealth Management (RENO NV)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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