RS Will Wealth Management

RS Will Wealth Management Our mission is to enable and empower you to live a financially confident life. Kestra IS or Kestra AS are not affiliated with RS Will Wealth Management.

Since 1972, The Will Group Has Put People First
Richard “Dick” Will started serving others in 1972 with this mantra, and the result has been more than 45 years of lifelong friendships, trust, and wealth creation. In 1994, our current President Bill Coffey joined Dick at Legg Mason, and together the practice continued to grow. Even though Dick is now retired, his original vision remains integral t

o the RS Will Wealth Management Group. He continues to share his wisdom with our team and serves as a constant reminder that a business rooted in trust and friendship often leads to great success. Our clients, many of whom are close family and friends, will always be our number one priority. As our team and client base has expanded over the years, we have continually evolved to better serve our clients. Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families, businesses and organizations throughout the United States. Today we are proud to be an independent wealth management practice through our partnership with Kestra Financial. This arrangement allows us to fully personalize our investment approach and choose from any product or service available to meet the needs of our clients and truly develop a customized solution.

-----

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. https://brokercheck.finra.org. Investor disclosures: https://bit.ly/KF-Disclosures

Congratulations to Zach Brady on achieving an exciting professional milestone by passing the Securities Industry Essenti...
07/21/2026

Congratulations to Zach Brady on achieving an exciting professional milestone by passing the Securities Industry Essentials (SIE), Series 7, and Series 66 registration exams! 🎉

Even more impressive, Zach passed all three exams on his first attempt—and completed them all within a 12-month period. These rigorous exams represent an important step in becoming a fully registered financial professional and are a testament to his dedication, discipline, and commitment to continuous learning.

We're proud to have Zach as part of the RS Will Wealth team and look forward to the knowledge, professionalism, and exceptional service he'll continue to provide to our clients.

Please join us in congratulating Zach on this outstanding achievement!

Markets navigated a tug of war in the first half of 2026 between renewed AI enthusiasm and lingering geopolitical uncert...
07/19/2026

Markets navigated a tug of war in the first half of 2026 between renewed AI enthusiasm and lingering geopolitical uncertainty. Corporate earnings impressed, small caps came out of the shadows, and international markets held their own, while higher yields quietly reshaped the opportunity in bonds. In this week's Money with Murphy, Kara breaks down the key takeaways from the quarter and highlights why staying diversified matters more than ever.

🎥 Watch the latest episode on our website: https://bit.ly/4bu1fSA

Some recognitions mean a little more because they come directly from the people who make our firm what it is. ❤️We're in...
07/18/2026

Some recognitions mean a little more because they come directly from the people who make our firm what it is. ❤️

We're incredibly honored to be recognized by Inc. Magazine as one of the 2026 Best Workplaces.

What makes this award especially meaningful is that it's based largely on feedback from our own team members. It reflects the culture we've worked hard to build together—one rooted in trust, collaboration, continuous learning, giving back to our community, and genuinely caring for one another.

At RS Will Wealth, we've always believed that creating an exceptional experience for our clients begins with creating an exceptional experience for our team. We're proud that the environment we've created allows our people to grow, thrive, and do their very best work.

To every member of the RS Will team: thank you. Your dedication, kindness, and commitment to serving our clients—and each other—are what make this recognition possible. This honor belongs to all of you.

And to our clients, friends, and community, thank you for your trust and support. We're grateful to be part of your lives and look forward to continuing to serve you for years to come.

We're humbled by this recognition and excited for what lies ahead.

https://www.inc.com/profile/rs-will-wealth-management

One of Alex Kelly's favorite days of the year is spending time with the remarkable young women of Distinguished Young Wo...
07/17/2026

One of Alex Kelly's favorite days of the year is spending time with the remarkable young women of Distinguished Young Women of Maryland.

Yesterday, Alex was joined by our summer interns, Sabrina Browning and Marley Hart, to lead a financial literacy session during the organization's week-long Life Skills Retreat. Together, they had the opportunity to talk with these bright, motivated young women about building strong financial habits, making confident decisions, and planning for their futures.

A heartfelt thank you to Distinguished Young Women of Maryland for the invitation. We're cheering on all of this year's participants as they take the stage this weekend!

Distinguished Young Women of Maryland

⏰ There's still time to make a difference!We're collecting new shoe donations through July 25 to benefit Frederick-area ...
07/08/2026

⏰ There's still time to make a difference!

We're collecting new shoe donations through July 25 to benefit Frederick-area nonprofits. Every pair helps provide much-needed footwear to individuals and families in our community.

If you've been meaning to donate, now's the perfect time! Drop off your new shoes before July 25 and help us make a positive impact—one pair at a time. 👟💙

We are proud to serve as a collection point for the Soles of Joy shoe drive! 👟💙

Now through July 25, we are collecting new closed-toe shoes for children in grades K–12 to help support local organizations making a meaningful impact in our community.

Collected shoes will benefit:
• Mental Health Association of Frederick County
• Boys & Girls Club of Frederick County
• SHIP of Frederick
• Children of Incarcerated Parents Partnership (COIPP)
• Girls on the Run of Mid & Western Maryland
• Housing Authority of the City of Frederick
• Butterfly Ridge Elementary

If you would like to contribute, we invite you to drop off new children’s shoes at our office and help bring comfort, confidence, and joy to local students before the new school year begins.

No one likes paying taxes, but that check to the IRS is often a sign your investments are doing exactly what they’re sup...
07/06/2026

No one likes paying taxes, but that check to the IRS is often a sign your investments are doing exactly what they’re supposed to. In today’s increasingly concentrated market environment, avoiding taxes can come at the cost of taking on unintended risks. In a recent Money with Murphy, Kara reframes how to think about capital gains and why disciplined portfolio management matters more than tax avoidance.

Watch it now on our website: https://bit.ly/4gSYAp1

This Independence Day, we're grateful for the heroes who have served our country and the organizations that continue to ...
07/04/2026

This Independence Day, we're grateful for the heroes who have served our country and the organizations that continue to support them.

We're proud to recognize the SEAL Legacy Foundation, which provides critical support to Navy SEALs and the families of fallen heroes through tragedy assistance, survivor support, education, and other essential programs.

We're especially proud of RS Will Wealth Partner Paul McArthur, who served on the Host Committee for the 2026 Nation's Capital Night of Heroes, helping raise funds for the Foundation's mission. Paul also had the privilege of participating in the Foundation's golf tournament, where he was paired with a Navy SEAL—an unforgettable experience.

Wishing everyone a safe and happy Fourth of July!

SEAL Legacy Foundation

As we celebrate Independence Day and spend time with family and friends, we wish you a safe, happy, and relaxing holiday...
07/04/2026

As we celebrate Independence Day and spend time with family and friends, we wish you a safe, happy, and relaxing holiday weekend filled with fun, fireworks, and time with loved ones.

Happy Independence Day from all of us at The Will Group! 🎆

In observance of Independence Day, our office will be closed on Friday, July 3. We wish you and your family a safe, happ...
07/01/2026

In observance of Independence Day, our office will be closed on Friday, July 3. We wish you and your family a safe, happy, and enjoyable holiday weekend. We look forward to serving you when we reopen on Monday, July 6.

While none of us can predict what the future holds, thoughtful financial planning can help us prepare for whatever comes...
06/23/2026

While none of us can predict what the future holds, thoughtful financial planning can help us prepare for whatever comes next.

Confidence doesn't come from having all the answers—it comes from having a plan, remaining flexible, and making informed decisions along the way.

In our latest article, Frank A. Jarboe, Sr., CFP® and Steven W. Wilson, CFP®, CRPC® discuss why successful financial planning is less about certainty and more about preparation.

Read the full article on our website:
https://bit.ly/4vjI5GT

Address

154 North Market Street
Downtown Frederick, MD
21701

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

Alerts

Be the first to know and let us send you an email when RS Will Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to RS Will Wealth Management:

Share