


RTS Private Wealth
Financial Services • Boston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 280 Summer St, 9th Floor, Boston, Massachusetts 02210, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contacts at RTS Private Wealth
Paul Roy
Co-Founder – Managing Director
Kris Tedeschi
Co-Founder – Managing Director
Elfidio Lopez Ordonez
Partner - Practice Director Of Operations
Lauren Monaco
Partner – Practice Director
Dennis Schmidt
Co-Founder – Managing Director
About RTS Private Wealth
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. RTS Private Wealth Management Group was founded by a team of dedicated professionals with a shared passion for helping clients achieve their financial dreams. With extensive industry experience, our founders, Paul, Dennis, and Kris, bring distinct backgrounds and experience that enrich our practice. From managing your investments to preserving your legacy, we offer personalized strategies that align with your goals, helping to ensure that your wealth supports the life you envision. Visit www.rtsprivatewealth.com to learn more. -- Securities and advisory services offered through &PARTNERS LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact RTS Private Wealth Management Group directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
RTS Private Wealth revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
RTS Private Wealth has 5 employees across 3 departments.
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Number of employees
Funding Data
RTS Private Wealth has never raised funding before.
RTS Private Wealth Tech Stack
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Frequently asked questions
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