Meet The Team
Bob Roark, CEPA
CO-FOUNDER/PRESIDENT
After more than 20 years inside major investment firms, Bob Roark, CEPA®, co-founded RS Asset Management to work directly with business owners and their families on their terms. Today he focuses on guiding founders as they prepare for, navigate, and adjust to the sale of a company. He uses WMOS™, the Wealth Management Operating System™, a structured approach designed to help organize a one-time liquidity event into a clear, ongoing plan aligned with their values, cash-flow needs, and next chapter.
When he’s not sitting with clients or mapping out WMOS™ cases, Bob is usually on the water with a fishing rod, behind the mic on his podcast, or planning the next trip with his family.
Sean Soulvie, CRPC
As the Managing Director of RS Asset Management, Sean works with high-net worth individuals and business executives in all aspects of wealth management. He offers highly personalized service driven by a deep understanding of each client’s unique situation and preferences. He spends his off-time racing in the NASA GTS3 series where he is a two-time champion.
The Principles That Guide Our Firm
Quality
We put our best efforts, experience and extensive network of professionals into each plan, knowing those initiatives best serve the client’s needs.
Clarity
A great client experience begins with a culture of understanding what’s important and establishing a process to discover each client’s goals and dreams.
Integrity
Companies are defined by their culture of transparency. We genuinely care about our clients, their families and doing the right thing.
Service
Service runs in our blood. At RS Asset Management both founders have a history of service to their country as well as for our clients. We prioritize service and clarity.