Guided by husband-and-wife duo, Rita and Viney Sethy and members of their team, clients of the RVS Group include successful executives, entrepreneurs, and multiple generations of families. Applying a detailed, multi-disciplinary approach that has been honed over decades, the team of seasoned advisors are proud to note that over the years, many clients they’ve served have become close friends. Acting as lifelong financial collaborators, the RVS Group looks beyond client’s investments to develop and implement tailored strategies to help advance clients’ goals.
“We understand families,” explains Rita. “Drawing on our collective strengths, we look to serve the whole client—both head and heart—in our efforts to make wealth a source of meaning and joy. The value we bring to our relationships is our years of experience, diligence, precision, and an element of calmness. Perhaps our proudest achievement is the long list of families who trust us to deliver impact—not just once, but year after year.”
Spurring healthy family conversations and navigating through emotional intergenerational issues and guiding generations of families through a myriad of estate and legacy planning situations in meaningful ways comes naturally to Rita, Viney, and their team. Together they help families with their complex and unique needs and connect all of the pieces of their financial puzzles to focus on the big picture. By building relationships rather than conducting transactions, the team’s approach simply cannot be mass produced.
As Viney points out, “Nothing we do is cookie cutter. Caring for our clients and earning their trust is a commitment we take very seriously. It’s something we develop over time through hard work, integrity, mutual understanding and respect. Our core business is helping you manage your financial life, and it’s our relationship with you and your family that serves as a foundation for that business.”
The RVS Group pledges to remain a constant in your life, and we’re here to guide your family today and in the future.
In working with you, we seek to understand not just your financial situation and investment objectives, but also your values and aspirations, both for yourself and your family. We are committed to helping you pursue your dreams by providing you with the information and resources you need to make informed decisions about managing your wealth.
During our meetings, we sit with you to talk about your life. Perhaps your situation demands an extra measure of financial advice and attention (following a divorce, the loss of a spouse, the sale of a business, or an inheritance). Or maybe you're financially astute without the time or desire to manage your wealth alone. We ask open-ended questions to get to know you and learn more about your relationships with all of your family members. We ask about your career, when you want to retire and how much money you think you'll need. Will you be caring for elderly parents? Do you need to put children or grandchildren through college? What type of legacy would you like to leave?
By the time we get to what's important to you financially and what you hope to accomplish personally, we already know everything about you. We believe that your wealth management strategy should be evaluated by your progress toward your most cherished goals.
The process we engage in is not a once in a lifetime event. It's evolutionary, taking into account ongoing changes in your life, your resources, and any financial decisions you need to consider. Backed by our proactive support staff, we'll keep you updated on progress being made toward your long-term objectives and key milestones in your life.
CFP®, CPFA®, CRPC™, CRPS™, SE-AWMA™
CEPA®, CFP®, CPFA®, CPWA®, CRPC™, CRPS™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
