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RBS Wealth Management, LLC

EST. AUM
$322,324,114

CONTACTS
2

CLIENT ACCOUNTS
1,315

Firm Details

Metro area Grand Rapids
CRD Number 336536
Website benjaminfedwards.com
Client types

Overview

RBS Wealth Management, LLC is an independent wealth advisory firm based in Alto, Michigan, affiliated with Benjamin F. Edwards. Led by Managing Partner Ryan B. Stephen, the firm specializes in serving multigenerational families with personalized financial planning, estate strategies, and retirement income solutions. By partnering with Benjamin F. Edwards, RBS Wealth Management maintains full ownership of its practice while leveraging comprehensive back-office support, compliance resources, and technology platforms to enhance client service. The firm emphasizes transparency, integrity, and long-term client relationships, aiming to help clients achieve their financial and lifestyle goals.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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