RCN Wealth Advisors, Inc.

RCN Wealth Advisors provides fee-only financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, corporations and an exchange‑traded fund. Services are delivered through separately managed accounts at outside custodians and, where appropriate, through a sub‑advisory arrangement with an ETF adviser.

The firm documents client goals and risk tolerance in Investment Policy Statements and combines long‑term, value‑oriented portfolio construction with tactical, rules‑based allocations that rely on technical and momentum signals. RCN may employ options strategies and, when deemed appropriate, use borrowing (margin) and other derivatives within separately managed accounts as part of its tactical positioning and risk‑management framework.

RCN is notable among independents for expecting to serve as sub‑adviser and co‑sponsor of the RCN Pareto Strategic Allocation ETF, a systematic trend‑following strategy that can allocate across equities, treasuries, gold, managed futures and digital assets such as bitcoin, and for being willing to include that ETF within separate accounts. The firm discloses the layered compensation and potential conflicts when recommending the ETF and describes procedures to mitigate those conflicts, including allocation, trade‑rotation practices and consideration of advisory fee offsets for ETF holdings.