Insights

Niche Market Focus RGS Wealth Strategies specializes in personalized wealth management services targeting clients in New York and Pennsylvania, indicating opportunities to tailor digital marketing and compliance solutions for regional regulatory requirements.

Small Scale Operations With a team of fewer than two employees, the firm may benefit from scalable financial technology platforms, automation tools, and outsourced service solutions to grow efficiency without extensive overhead.

Revenue Potential Generating between 1 million and 10 million dollars in revenue positions RGS as a growth-phase client that might be interested in growth-oriented financial technology, marketing automation, and client acquisition tools.

Technology Stack Utilizing platforms like Drupal, Google Tag Manager, and Cloudflare suggests an openness to digital solutions; this presents opportunities to introduce advanced analytics, CRM integrations, or cybersecurity enhancements.

Market Positioning Compared to large competitors with thousands of employees and billions in revenue, RGS’s boutique approach may be receptive to bespoke financial software, boutique branding strategies, and targeted outreach to niche high-net-worth individuals.

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 United States. 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 March 2026, 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 ManagementNew York, United 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 United States
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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