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

Work, connection, reflection—and a little adventure in Lake George! 🏔️🚤Our annual RS Will Wealth Team Retreat took us to...
08/29/2026

Work, connection, reflection—and a little adventure in Lake George! 🏔️🚤

Our annual RS Will Wealth Team Retreat took us to beautiful Lake George, New York, where our team members and spouses enjoyed a few memorable days together.

We spent time as a team reflecting on our history, how far we’ve come, and where we’re headed next, and kicked off our latest book club with Dale Carnegie’s How to Win Friends and Influence People.

Of course, there was plenty of fun mixed in! From spa time, fishing and boating to team dinners and a 90-minute, island-wide scavenger hunt filled with trivia and team challenges, there was no shortage of opportunities to connect and laugh together.

We capped off the retreat with a private dinner cruise aboard The Morgan, taking in a spectacular three-hour tour of Lake George. 🌅

We’re grateful for the opportunity to step away from our day-to-day work, spend time with our spouses and teammates, and celebrate the relationships and culture that make RS Will Wealth so special. 💙

We are thrilled to share that Ivan and Sarah Magalhães welcomed a healthy baby girl, Nellie Grace Magalhães, on Monday, ...
08/27/2026

We are thrilled to share that Ivan and Sarah Magalhães welcomed a healthy baby girl, Nellie Grace Magalhães, on Monday, July 20! 💕

Congratulations to Ivan, Sarah, and proud big brother Edison (Edi) as they become a family of four!

Nellie’s arrival continues a very special tradition at The Will Group, marking the 12th consecutive year we’ve welcomed a new baby to The Will Group family. 👶

Please join us in congratulating the Magalhães family and welcoming sweet Nellie Grace! 💗

Back-to-school season brings tuition bills into focus, but the effects of student debt can last for decades. Borrowers a...
08/26/2026

Back-to-school season brings tuition bills into focus, but the effects of student debt can last for decades. Borrowers are facing missed payments, damaged credit, and difficult tradeoffs involving spending, homeownership, and retirement savings. In this week's Money with Murphy, Kara looks at what those challenges mean for individual households and why the broader consumer remains on relatively solid footing.

Watch on our website: https://bit.ly/4ynGgdt

This past weekend, our team members and their spouses enjoyed time together at our annual team retreat—more details and ...
08/24/2026

This past weekend, our team members and their spouses enjoyed time together at our annual team retreat—more details and photos to come!

Since this year’s retreat took us north to beautiful Lake George, New York, we came prepared for cooler temperatures with our Tour de Frederick sweatshirts! 🚴💙

We love when our team comes together outside the office to volunteer, give back, and support our community. The Tour de Frederick has become one of our favorite traditions, and we’re already looking forward to 2027!

Rider registration is opening up soon! Tour de Frederick

The countdown to the 2027 Tour de Frederick is on! 🚴

For the past several years, The Will Group Foundation has proudly sponsored a rest stop, where our RS Will Wealth team, spouses, and TWGF Board members come together to support the 800+ riders.

We love volunteering together and giving back to the community we’re proud to call home! 💙 Funds raised through the Tour de Frederick benefit the Rotary Club of Carroll Creek and Boys & Girls Club of Frederick County, supporting local nonprofits, scholarships, and youth programs.

Pictured here: RS Will Wealth staff and their spouses!
Tour de Frederick

In this week’s Markets in a Minute, Kara Murphy revisits the economic and market implications of the conflict with Iran ...
08/20/2026

In this week’s Markets in a Minute, Kara Murphy revisits the economic and market implications of the conflict with Iran and explores several questions that remain top of mind for investors as it grinds on. What could a prolonged conflict mean for the economy and markets, particularly after many expected the initial shock to be short-lived? And even if the conflict ended tomorrow, how quickly could global oil supplies recover?

Read on for Kara's take on these and other key questions: https://bit.ly/4qu25oH

We are proud to announce the formation of the RS Will Advisory Board.Established in May 2026, the Board brings together ...
08/05/2026

We are proud to announce the formation of the RS Will Advisory Board.

Established in May 2026, the Board brings together seven accomplished leaders whose expertise spans wealth management, banking, law, commercial real estate, entrepreneurship, and executive leadership. Their collective experience and strategic insight will help guide RS Will Wealth Management as we continue to grow, innovate, and serve our clients with excellence.

We are honored to welcome our founding Advisory Board members:

• Stephen K. Heine, Chair
• Peter W. Berk
• Charles E. Harris
• Kendall L. Houghton
• Stephen R. Langlois
• John C. Walden
• David Weigelt

We are grateful for the time, expertise, and perspective these distinguished professionals have committed to our firm. Their guidance will help strengthen our vision for the future while keeping our focus where it has always been—serving our clients and making a positive impact in the communities we call home.

Learn more about the RS Will Advisory Board and our founding members by visiting:
www.rswill.com/rsw-advisory-board

Please join us in welcoming our Advisory Board members as they begin this exciting new chapter with RS Will Wealth Management.

Thank you, Bethany Lord, for your vision and leadership in creating such an outstanding program. For the past several ye...
07/27/2026

Thank you, Bethany Lord, for your vision and leadership in creating such an outstanding program. For the past several years, we've encouraged our RS Will Wealth interns to participate, and every one of them has come away with valuable experiences, meaningful connections, and a greater appreciation for our community.

Investing in young professionals today truly is an investment in the future. Thank you for your commitment to developing Frederick County's next generation of leaders!

Woodsboro Bank

Investing in people is investing in the future. We're proud to celebrate Bethany Lord, Chief Human Resources Officer at Woodsboro Bank, for her leadership in creating the Community Internship Program, an initiative that empowers Frederick County's future workforce through professional development, mentorship, networking, and meaningful community engagement.

Through Bethany's vision, young professionals are building confidence, developing career-ready skills, and strengthening their connection to the community they call home.

Read the full story to learn how this impactful program is helping shape the next generation of leaders: https://www.woodsborobank.com/news/woodsboro-bank-celebrates-community-internship-program-led-by-bethany-lord/

Emerging markets have been one of the biggest surprises of the past 18 months. Since the beginning of 2025, emerging mar...
07/24/2026

Emerging markets have been one of the biggest surprises of the past 18 months. Since the beginning of 2025, emerging markets have returned 60%, outperforming developed markets and the S&P 500. Yet many investors remain under allocated, leaving them on the sidelines as leadership shifted. In this week’s Markets in a Minute, the KIM team discusses what’s driven this recent performance, what could continue to drive it, and how emerging markets can fit in an investor’s portfolio.

Read more in this week’s Markets in a Minute:
https://bit.ly/4baA92U

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

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