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 to 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

MYTH: You only need a financial advisor when you’re ready to retire.Financial planning can be valuable throughout every ...
10/07/2026

MYTH: You only need a financial advisor when you’re ready to retire.
Financial planning can be valuable throughout every stage of life, from advancing your career and buying a home to growing your family, building wealth and preparing for retirement.

As your goals and circumstances evolve, your financial plan should evolve with them.

At RS Will Wealth Management, we provide personalized, transparent guidance designed around your unique financial journey.

Your financial journey is unique. Your plan should be, too.

Let’s get started: (301) 360-4477

🍻 Another great Frederick’s Oktoberfest in the books! 🥨RS Will Wealth has been a proud sponsor of Frederick’s Oktoberfes...
10/07/2026

🍻 Another great Frederick’s Oktoberfest in the books! 🥨

RS Will Wealth has been a proud sponsor of Frederick’s Oktoberfest for several years, and each year our team shows up in numbers to volunteer and support this incredible, volunteer-run community event.

A special shoutout to Josh Donofry, who serves as Co-Lead of Logistics, playing a key role behind the scenes in bringing the entire event together.

We’re proud to support our community not only through sponsorship, but by rolling up our sleeves and getting involved. Prost to another successful Oktoberfest! 🍻

Frederick's Oktoberfest
Rotary Club of Carroll Creek

Planning to give back before year-end? A Qualified Charitable Distribution, or QCD, may help eligible IRA owners support...
10/01/2026

Planning to give back before year-end? A Qualified Charitable Distribution, or QCD, may help eligible IRA owners support the causes they care about while also satisfying all or a portion of their Required Minimum Distribution.

To qualify, you must be age 70½ or older, and the funds must be transferred directly from an eligible IRA to a qualifying charitable organization.

Considering a year-end QCD? Please contact us at 301-360-4477 and provide the necessary information by November 13th to allow sufficient time for processing.

This information is for general informational purposes only and is not intended as tax advice. Please consult your tax advisor regarding your individual circumstances.

09/30/2026

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s Market in a Minute, Kara Murphy explores why consumers say they’re worried while continuing to spend, and how a growing divide between wealth-driven and wage-driven households is reshaping the economy. She also discusses why labor markets and credit trends may matter more than sentiment surveys when evaluating the outlook for consumer spending.

Read more in this week’s Markets in a Minute on our website: https://www.rswill.com/blog/markets-in-a-minute-two-consumers-one-economy

🍻🥨🎶 Frederick’s Oktoberfest kicks off in just 3 days! 🎶🥨🍻Get ready for two days of German food, live music, cold b**r, a...
09/29/2026

🍻🥨🎶 Frederick’s Oktoberfest kicks off in just 3 days! 🎶🥨🍻

Get ready for two days of German food, live music, cold b**r, and plenty of fun—all while supporting a great community cause!

We’re proud to have sponsored this event for several years, and our support goes beyond sponsorship. You’ll see many of our RS Will team members volunteering throughout the weekend—both Friday and Saturday. Be sure to stop by and say hello!

🎟️ Client & Friends, need tickets? We have a limited number available for entry & a beverage. Give our office a call ASAP to confirm availability and arrange pickup.

Whether you’re coming for the polka, the pretzels, or the b**r, we hope to see you there! 🍻🥨

🍋 Today’s the day! 💛🎗️Lucy’s Lemonade Stand is coming to Frederick today, and we’d love to see you!Stop by outside RS Wi...
09/26/2026

🍋 Today’s the day! 💛🎗️

Lucy’s Lemonade Stand is coming to Frederick today, and we’d love to see you!

Stop by outside RS Will Wealth at 154 N. Market Street anytime from 10:00 AM–3:00 PM for a cup of lemonade and to help us honor the beautiful memory of Lucy Rose while supporting the fight against childhood cancer.

Every cup helps raise awareness for pediatric cancer research and carries forward an important message: every child deserves a lifetime.

🍋 Today | 10 AM–3 PM
📍 154 N. Market Street, Frederick

Can’t make it in person? You can still support Lucy’s Lemonade Stand by donating via Venmo:

Come grab some lemonade—or send a little love from afar—and help us take a stand against childhood cancer. 💛

One Fed rate hike is unlikely to change the economy overnight, but it could signal a meaningful shift in where interest ...
09/24/2026

One Fed rate hike is unlikely to change the economy overnight, but it could signal a meaningful shift in where interest rates are headed. In this week’s Money with Murphy, Kara examines why some companies and consumers are better protected from higher rates, while others may feel the pressure almost immediately. She also explains why mortgage rates could remain elevated regardless of the Fed’s next move. Check out the video on our website: https://bit.ly/4AwvYt5

Some people leave an impact through a single role. Sharon Jacko has spent a lifetime doing it through service. ❤️After 2...
09/17/2026

Some people leave an impact through a single role. Sharon Jacko has spent a lifetime doing it through service. ❤️

After 26 years of distinguished service in the U.S. Marine Corps, retiring as a Lieutenant Colonel, Sharon continued serving others right here in Frederick—advocating for veterans and their families, championing literacy and education, and lending her leadership to organizations throughout our community.

We have been incredibly proud to have Sharon’s portrait displayed larger than life on the front of the RS Will building as part of Platoon 22’s Portrait of Resilience project. And we loved seeing her surprised with a version she can now take home.

A fitting tribute to a woman whose life has truly been defined by service, leadership, and making a difference for others. ❤️

African Americans Of Excellence Rotary Club of Carroll Creek Sharon Jacko Platoon 22 Literacy Council of Frederick County United Way of Frederick County, Maryland Community Foundation of Frederick County

RS Will team members Frank Jarboe and Ian Eversull were proud to take part in the first annual Maurizio Luise Memorial F...
09/16/2026

RS Will team members Frank Jarboe and Ian Eversull were proud to take part in the first annual Maurizio Luise Memorial Fund Golf Tournament at Wh***ey Creek Golf Club.

It was a meaningful day honoring Maurizio’s memory, connecting with our community and supporting the fund’s important work providing educational and social support to children who have lost a parent or guardian.

A special thank you to Blair and Joe Luise, along with everyone who helped make the event such a success. We were honored to be part of it!

Learn more about the Maurizio Luise Memorial Fund at maurizioluisefund.org.

In observance of Labor Day, our office will be closed on Monday, September 7th. We wish you and your family a safe, hap...
09/03/2026

In observance of Labor Day, our office will be closed on Monday, September 7th. We wish you and your family a safe, happy, and enjoyable holiday weekend.

We look forward to serving you when we reopen on Tuesday, September 8th.

Address

154 A 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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