RSW Wealth Management

Richard Wait is a financial advisor at RSW Wealth Management in Reno, NV, holding a Series 65 credential with nine years of industry experience. He has been associated with RSW Wealth Management since 2016 and also serves as a CPA and shareholder at RS Wait, CHTD, an accounting firm he has been involved with since 1995. Additionally, he holds director roles providing financial guidance for two local nonprofit organizations focused on swimming and water polo. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, evidence-driven investment approach using broadly diversified mutual funds and ETFs, with discretionary management and ongoing portfolio monitoring.

Scott Wait is a financial advisor with RSW Wealth Management in Reno, NV, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. In addition to his advisory role since 2016, he is a CPA and shareholder of RS Wait, CHTD, an accounting firm he has been involved with since 1995. He also serves as treasurer for a nonprofit organization in Las Vegas. RSW Wealth Management is a small, owner-operated firm providing investment management, financial planning, and retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm follows a buy-and-hold, evidence-based investment approach rooted in Modern Portfolio Theory, emphasizing diversified mutual funds and ETFs, and utilizes tools such as Monte Carlo analysis to guide asset allocation.