R2 Wealth Management Partners logo

R2 Wealth Management Partners

Updated today

Client assets under management

$236,037,275

Clients

430

7% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

143

Very High

Average account size

$548,924

About

R Wealth Management Partners (the legal entity R Capital Strategies, LLC) manages roughly $236 million for about 430 clients and works with individuals, high‑net‑worth individuals, employer‑sponsored retirement plans, trusts, estates, corporations, and 529/HSA accounts. The firm provides ongoing discretionary and non‑discretionary asset management, written financial planning, retirement plan fiduciary and fiduciary management services, and variable annuity sub‑account management.

Portfolios are tailored to each client’s financial situation, objectives, and risk tolerance and are monitored at least quarterly; the firm uses fundamental, technical, cyclical and charting analysis and executes trades primarily through Charles Schwab as custodian. R Wealth also offers modular and full written financial plans (hourly or fixed‑fee) and expressly addresses retirement plan rollover advice under ERISA fiduciary standards, with the ability to waive planning fees for asset management clients.

Noteworthy features include a relatively large asset base for a three‑advisor practice and the firm’s occasional client newsletters and free educational seminars and participant education for retirement plans — services the brochure notes are provided on an impersonal basis and are less common among peers. The brochure also discloses that representatives may sell insurance in a separate capacity and that the firm recently ended dual registration with another advisory firm, details that bear on potential conflicts of interest and recent operational changes.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for financial planning services ranging from $250 to $1,000

Percentage

$0 - $999,999: 1.25% $1,000,000+: 1.00%

Commissions

Insurance products sold by representatives on commission basis outside advisory services

Project-based

$200 per hour for financial planning services

Other

Minimum fee: $250 minimum fee for financial planning services Fee-only: Financial planning services charged hourly at $200/hour or fixed fee from $250 to $1,000

Main office location

R2 Wealth Management Partners

6940 O Street, Suite 300

Lincoln NE 68510, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Florida · Illinois · Missouri · Nebraska · Nevada · North Carolina · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew P

Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Andrew Peterson is a financial advisor at R2 Wealth Management Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Paradigm Wealth, Alphastar Capital Management, and Ameritas. Outside of his advisory role, he is a 25% owner of Run Pure Sports, a sports media and content company. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Travis L

Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Travis Langemeier is a financial advisor at R2 Wealth Management Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Alphastar Capital Management and Paradigm Wealth Management. Langemeier also works as an insurance agent, spending a portion of his time offering insurance products and services to clients. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor portfolio recommendations and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Robert R

CFP®, ChFC®, Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Robert Rossi is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently part of R2 Wealth Management Partners, a team-based advisory firm located in Las Vegas, NV. Rossi has held roles at Paradigm Wealth LLC and Securities America Inc, and he is also president of Rossi Financial Services, where he offers fixed insurance and related support services. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios and customize recommendations, incorporating strategies such as options trading, margin use, and discretionary management.

General retirement planning Retirement income strategy Medicare planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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