Insights

Boutique Market Niche RGS Wealth Strategies operates as a small, independent firm with fewer than five employees, indicating a highly personalized service approach that can be attractive to high-net-worth clients seeking tailored financial planning solutions.

Growth Potential With annual revenues between one to ten million dollars, RGS Wealth Strategies presents an opportunity for targeted expansion or partnership, especially by leveraging digital marketing or technology integrations to attract a broader client base.

Regional Focus Serving clients exclusively in New York and Pennsylvania, the firm’s localized focus suggests potential for regional alliance opportunities or specialized services that can be scaled to similar markets with high wealth density.

Technology Stack Utilizing modern platforms like Drupal, Google Tag Manager, and Cloudflare indicates an openness to digital marketing and online service delivery, opening avenues for sales of advanced website optimization, cybersecurity, or client engagement tools.

Competitive Positioning Operating amidst industry giants with thousands of employees and billion-dollar revenues, RGS Wealth Strategies might benefit from niche-specific solutions, marketing partnerships, or tailored financial software to enhance its competitive edge.

RGS Wealth Strategies, Inc. Tech Stack

RGS Wealth Strategies, Inc. uses 8 technology products and services including Drupal, FMG Suite, Font Awesome, and more. Explore RGS Wealth Strategies, Inc.'s tech stack below.

  • Drupal
    Content Management System
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Media & News

RGS Wealth Strategies, Inc.'s Email Address Formats

RGS Wealth Strategies, Inc. uses at least 1 format(s):
RGS Wealth Strategies, Inc. Email FormatsExamplePercentage
FLast@rgswealth.comJDoe@rgswealth.com
33%
F.Last@rgswealth.comJ.Doe@rgswealth.com
17%
FLast@rgswealth.comJDoe@rgswealth.com
33%
F.Last@rgswealth.comJ.Doe@rgswealth.com
17%

Frequently Asked Questions

Where is RGS Wealth Strategies, Inc.'s headquarters located?

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RGS Wealth Strategies, Inc.'s main headquarters is located at 70 Linden Oaks, Third Floor Rochester, New York 14625, US. The company has employees across 1 continents, including North America.

What is RGS Wealth Strategies, Inc.'s official website and social media links?

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RGS Wealth Strategies, Inc.'s official website is rgswealth.com and has social profiles on LinkedIn.

What is RGS Wealth Strategies, Inc.'s SIC code NAICS code?

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RGS Wealth Strategies, Inc.'s SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does RGS Wealth Strategies, Inc. have currently?

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As of December 2025, RGS Wealth Strategies, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Certified Financial Planner: R. S.Certified Financial Planner: J. M.. Explore RGS Wealth Strategies, Inc.'s employee directory with LeadIQ.

What industry does RGS Wealth Strategies, Inc. belong to?

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RGS Wealth Strategies, Inc. operates in the Investment Management industry.

What technology does RGS Wealth Strategies, Inc. use?

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RGS Wealth Strategies, Inc.'s tech stack includes DrupalFMG SuiteFont AwesomejQueryCloudflare Bot ManagementHSTSGoogle Tag ManagerBootstrap.

What is RGS Wealth Strategies, Inc.'s email format?

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RGS Wealth Strategies, Inc.'s email format typically follows the pattern of FLast@rgswealth.com. Find more RGS Wealth Strategies, Inc. email formats with LeadIQ.

When was RGS Wealth Strategies, Inc. founded?

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RGS Wealth Strategies, Inc. was founded in 2010.

RGS Wealth Strategies, Inc.

Investment ManagementUnited States0-1 Employees

RGS Wealth Strategies Inc. is an independent wealth management firm located in Rochester, New York.

Our team of CERTIFIED FINANCIAL PLANNERTM practitioners have more than 45 years of financial planning experience and can offer access to a wide range of financial planning and investment solutions, with a strong commitment to personalized service. Whether your goals involve retirement planning, small business planning, or preservation of assets in the face of long-term care needs, RGS Wealth Strategies Inc. can develop the specific recommendations and strategies to help meet your personal needs.

This communication is strictly intended for individuals residing in the states of NY and PA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Section iconCompany Overview

Headquarters
70 Linden Oaks, Third Floor Rochester, New York 14625, US
SIC Code
8741 - Management Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2010
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    RGS Wealth Strategies, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    RGS Wealth Strategies, Inc.'s revenue is estimated to be in the range of $1M$10M

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