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.

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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

Join Kara Murphy, President & CIO of Kestra Investment Management, in her discussion with Professor of Finance, Wharton ...
06/02/2026

Join Kara Murphy, President & CIO of Kestra Investment Management, in her discussion with Professor of Finance, Wharton School of the University of Pennsylvania, Jeremy Siegel, to discuss where the markets are headed in light of global economic realities.

Register for the Thursday, June 4th, at 2 PM EST webinar here:
https://kestrafinancial.zoom.us/webinar/register/WN_xDMUvIShTvqy_98AFgCVTA #/registration

We are proud to welcome Melissa Holt to our team as Associate – Client Service.Melissa brings more than 30 years of expe...
05/28/2026

We are proud to welcome Melissa Holt to our team as Associate – Client Service.

Melissa brings more than 30 years of experience in the financial services industry and is dedicated to delivering a seamless, responsive client experience. Her extensive background includes roles with First National Bank of Maryland, Legg Mason, and more than 20 years with Morgan Stanley and its predecessor firms.

Please join us in welcoming Melissa to the team!

Get to know Melissa more by reading her full bio on our website:
https://www.rswill.com/team/melissa-holt

We are pleased to share that Alex Kelly has been recognized as #3 on AdvisorHub’s 2026 Top 50 Women RIAs to Watch list....
05/27/2026

We are pleased to share that Alex Kelly has been recognized as #3 on AdvisorHub’s 2026 Top 50 Women RIAs to Watch list.

With more than 14 years of experience in the financial services industry, Alex brings deep expertise and perspective to the families she serves while also helping guide RS Will Wealth as a Partner, contributing to the firm’s overall direction, long-term strategy, and commitment to delivering a high standard of client service.

Please join us in congratulating Alex on this well-deserved recognition!

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Wishing everyone a...
05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Wishing everyone a meaningful and safe Memorial Day.

In observance of Memorial Day, our office will be closed as we take time to honor and remember the brave men and women w...
05/22/2026

In observance of Memorial Day, our office will be closed as we take time to honor and remember the brave men and women who made the ultimate sacrifice for our country.

We are grateful for their service and dedication.

Our office will reopen on Tuesday, May 26th. Wishing you a safe and meaningful Memorial Day.

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfol...
05/21/2026

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolios. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore.

In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening. Listen to Kara's remarks now on our website: https://bit.ly/4dBtnTY

We are proud to serve as a collection point for the Soles of Joy shoe drive! 👟💙Now through July 25, we are collecting ne...
05/17/2026

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.

05/15/2026

📣 Service Update

Our phone lines are currently down due to a widespread outage. Our provider is actively working to resolve the issue.

For immediate assistance, please email us at [email protected] and our team will respond as quickly as possible.

We expect service to be restored shortly and will provide further updates as they become available.

Thank you for your patience and understanding.

With more than $1 trillion flowing into AI infrastructure, many investors are asking the same question: are we in a bubb...
05/07/2026

With more than $1 trillion flowing into AI infrastructure, many investors are asking the same question: are we in a bubble — and how long can this boom last?

In this week’s Money with Murphy, Kara Murphy looks at past technological revolutions — from railroads and electricity to fiber optics — to explain why the biggest long-term winners often shift from the companies building the infrastructure to the businesses that adopt it early and use it most effectively.

🎥 Watch now on our website: rswill.com/blog/money-with-murphy-ais-second-act

Our team was proud to once again attend the annual Berkshire Hathaway Annual Shareholder Meeting in Omaha—a gathering of...
05/05/2026

Our team was proud to once again attend the annual Berkshire Hathaway Annual Shareholder Meeting in Omaha—a gathering of some of the most thoughtful voices in investing.

This year, Nick and Ivan joined the experience, gaining valuable perspective from Berkshire Hathaway. Warren Buffett shared a few remarks, while other leaders offered insights throughout the meeting.

As Nick and Ivan put it, something rarely exists that brings people together from all around the world, from all walks of life, that doesn’t involve athletes and a ball. They had conversations with other business professionals, foreign nationals, shareholders, and local Omaha residents, all of whom share an enthusiasm for what has been built by Warren Buffett, Charlie Munger, and others over the course of 60 years.

They walked away with a strong reminder of the importance of long-term discipline, focusing on fundamentals, and staying patient amid market noise—principles we’re proud to bring back to our clients every day.

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

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