Providing Experienced Generational Wealth Management
We deliver robust resources, objective advice, and exceptional service.
Who We Are
RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service. With extensive experience and a team of highly credentialed professionals, we are committed to building long-lasting, multigenerational relationships that prioritize your financial well-being.
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Integrity, Knowledge, and Personalized Service
Our practice rests on a commitment to integrity, leveraging years of experience, and delivering personalized financial solutions tailored to individual needs.
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Committed to Multigenerational Relationships
We prioritize building lasting relationships across generations, focusing on long-term financial well-being and continuity.
RTS Private Wealth
Providing sound, appropriate, and objective advice.
We address the entire balance sheet to help our clients make thoughtful progress towards their financial goals.
Founded in 1981, RTS Private Wealth brings an “educated perspective” to the investment process, one based on extensive experience through changing market cycles and risk environments.
Our relationship with &Partners and Fidelity affords us the resources and flexibility needed to service our clients at the highest levels.
Services
Managing Your Investments
Preparing for Retirement
Creating Tax-Efficient Strategies
Preparing Your Legacy
Assessing Your Risk Tolerance
Strategizing Your Charitable Giving
Our Mission
Our mission is to simplify the complex process of managing wealth for our clients by thoroughly understanding their needs, providing objective advice, and delivering exceptional service. We strive to build lasting relationships that transcend generations, ensuring that each client feels valued and supported every step of the way.
*Forbes
BEST-IN-STATE
Wealth Management Team
2024
*The Forbes Best-In-State Wealth Management Team (Massachusetts) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Our Team
Meet the highly credentialed professionals at RTS Private Wealth, each dedicated to providing exceptional financial guidance and building lasting relationships with our clients.
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Paul E. Roy, CFA, CFP®
Co-Founder – Managing Director
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Kristopher R. Tedeschi, CFA, CFP®
Co-Founder – Managing Director
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Dennis A. Schmidt
Co-Founder – Managing Director
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Lauren Monaco
Partner – Practice Director
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Elfidio Lopez Ordonez
Partner – Practice Director of Operations
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Peter Cahill, CFP®
Partner- Private Wealth Consultant
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Dino Stanisic
Senior Client Relationship Manager
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J.R. Feltham
Senior Client Relationship Manager
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Nycole Vannata
Senior Client Relationship Manager
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Our Commitment to Community
We believe in the importance of giving back to the communities that have supported us. This is a core value that drives how we spend our time and resources.
Insights
Stay informed with our latest insights and perspectives on wealth management and financial planning.
