Turn liquidity into a plan…

Post-transaction planning feels complex without a system. RS Asset Management uses the WMOS™ Framework to document your position, define objectives, and align accounts and cash flows to a disciplined plan—so you can move from wire to legacy with structure and confidence.

Families

Documented plan for aligned decisions.

Professionals

Consolidate, automate, set guardrails.

Entrepreneurs

WMOS™ for post-exit structure.

Retirees

Macro-aware with risk controls.

Avoid drift. Stay on track.

Choose structure over drift.

WMOS™ turns complexity into a step-by-step process:

Document → Decide → Implement → Review.

Keep decisions organized, repeatable, and accountable.

Avoid drift in your wealth management

System. Discipline. Process.

WMOS™ turns complexity into a repeatable plan.

Document → Decide → Implement → Review.

Stay organized, on cadence, and out of drift.

WHY FOUNDERS WORK WITH US

Built by founders. CEPA®-led.

WMOS™ process: document → decide → implement → review

  • CEPA® advisors with real exit & earn-out experience

  • WMOS™ process: document → decide → implement → review

  • Business owners; buyer & seller perspectives

Getting started is simple…

By framing and quantifying your vision for you and your family’s future and then creating  your strategy, we can help you pursue your goals and stay on track with confidence. Whether you are targeting a fruitful retirement or a smooth transition to the next chapter in your life, our 3-step process will help get you working towards your financial freedom.

Discovery (Define)

Document accounts, entities, and cash flows; clarify objectives.

Create Your Plan (Decide)

Evaluate options and trade-offs; set decision guardrails.

Implement & Review

Align accounts to the plan—adjust and amend as needed.

Have a post-exit question?

Talk with a CEPA® advisor—no pitch.

Prefer to browse?

Grab a resource and circle back when you’re ready.


• Post-Exit Checklist

• 7-Question Post-Exit Score

• WMOS™ Framework Overview

• Cash-Flow Plan Template

Start Here

Take the 5-minute assessment. It’s free and only takes 5 minutes.

Understand the System

Explore the WMOS™ Framework (Doc→Decide→Implement→Review)

Resources

Build a working plan: step-by-step WMOS™ guides.