Bob Roark

About Bob Roark

Strategic wealth organization for post-exit entrepreneursAfter selling a business, many founders face a new challenge: structuring their liquidity for long-term objectives. The complexity of post-transaction planning can feel overwhelming without a clear framework.At RS Asset Management, we provide educational frameworks and strategic planning processes that help entrepreneurs organize their wealth systematically. Using the WMOS™ Framework, we guide business owners through a structured approach to post-exit financial organization.Your path forward starts with clarityThrough our systematic planning process, we help you define objectives, evaluate options, and implement structured approaches to wealth organization. Our educational framework provides:Clear documentation of your financial positionStrategic planning templates and toolsStructured decision-making frameworksOngoing organizational supportWhether you\'re navigating a recent liquidity event or planning for a future transition, our process helps you build the organizational structure needed for your next chapter.• Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through RS Asset Management, a registered investment advisor and separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Disclosures: Educational content only. Not individualized financial, tax, or investment advice. Investing involves risk, including possible loss of principal. See ADV and full disclosures at https://rsassetmanagement.com/.

Experience

1. President

   Rs Asset Management Llc

   Jun 2011 — Present · CO, US

   RS Asset Management | Wealth Management Operating System™ (WMOS™)Most business owners prepare for the sale of their company.Few prepare for what comes after.That’s where we focus.Since 2011, RS Asset Management has served as an independent fiduciary RIA based in Colorado Springs, Colorado. We help business owners, executives, and families navigate post-sale wealth, liquidity events, and exit planning with structure and clarity.We developed the Wealth Management Operating System™ (WMOS™) to provide a system-driven framework for life after a business sale. WMOS™ is designed to help:Organize liquidity, cash flow, and risk management after an exitAlign multi-generational family wealth strategiesBuild clarity and confidence in decision-making during uncertain marketsSupport entrepreneurs preparing for a second act beyond their first company saleWho We ServeBusiness owners who have sold ($5M–$100M+) or are preparing to sellFamilies navigating multi-generational wealth planningExecutives and individuals with complex financial decisionsHow We WorkPlanning first: Every relationship begins with a financial plan.System-driven: WMOS™ brings order to liquidity, risk, income, growth, and legacy.Independent perspective: As a fiduciary RIA, our advice is designed to put clients’ best interests first.Colorado Springs, COServing clients since 2011Disclosure: RS Asset Management is a Registered Investment Adviser. Services are provided only where RS Asset Management and its representatives are properly licensed or exempt. Past performance does not guarantee future results. Nothing herein should be construed as a solicitation, offer, or recommendation to buy or sell any security.

Education

• Exit Planning Institute

  CEPA, Business Exit Planning and Value Acceleration

  2018

• Middle Tennessee State University (MTSU)

  Bachelor of Science, Biology

  1974 — 1976

• Motlow State Community College

  AS, Biology

  1972 — 1974