Guiding You Through Financial Waters Every Step of the Way
About Us
At RCK Wealth®, we believe great financial advice starts with trust. As fiduciaries, we always put your interests first, helping you build a future that reflects what matters most.
Our Philosophy
We see wealth as something to be managed with care. Our philosophy centers on responsible stewardship, protecting your resources while supporting the impact you want to make.
Our Process
We follow a structured, CFP® driven planning process designed to turn goals into actionable strategies, then monitor and refine them over time.
Guenter Wesch is a CFP® professional, that stands for Certified Financial Planner. Guenter is also an EA(Enrolled Agent). EA's are often considered America's Tax Experts. Guenter has been working as an Investment Advisor since 2008 and an Enrolled Agent and tax preparer since 2011.
It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file. The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful of reasonable-sounding assumptions can start to stand in for an up-to-date plan. Here are six of those assumptions, along with what tends to...
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...
You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things. The difference often comes down to a factor many retirement checklists leave out entirely: timing. A lot of advice fixates on a single number: the balance. Have I saved enough? It's an important question. But it assumes that two people who...
