RTS Private Wealth Management Employee Directory
Financial ServicesArizona, United States2-10 Employees
RTS Private Wealth Management is a small financial services firm based in Phoenix, Arizona, that provides fiduciary wealth management. It pursues a conservative, objective approach to portfolio management and investment consulting, emphasizing high-quality investments, diversification, and minimizing risk and expenses, with Advanced Planning and Relationship Management included. The firm serves a national clientele, offering comprehensive wealth management tailored to clients' financial objectives as well as their lifestyle and family values. As an SEC-regulated registered investment adviser, RTS operates under fiduciary duty to place clients' interests first, delivering objective advice and full disclosure. Its principals include CEO and Founder David Robinson, a CFP; President Keith Tigue, an MBA; and CFO/CCO Lisa Sponcil.