Who We Are
“We believe in helping others discover and achieve their very own version of the
American Dream. ”
RNS Wealth Management is a Registered Investment Advisor (RIA) firm, based in Houston, TX. At RNS, we will work closely with you and your family to design a wealth management strategy to suit your lifestyle. As a fiduciary, our advisors are able to provide independent financial advice, giving our clients the confidence and peace of mind that we will always put their needs over the needs of a particular financial institution.
In a world where product over person seems to be the order of the day, our firm believes in answering a higher calling to always do what’s best for our clients. Our experience and knowledge – over 25 years of advising experience combined – allows us to give pragmatic and down-to-earth advice for almost every situation. The RNS team is here to make sure your money is working for you and your family, and we promise to cut no corners as we guide you every step of the way along your financial journey.
What We Believe
At RNS Wealth Management, we shape our investment philosophy around the Free Market Portfolio Theory. The Free Market Portfolio Theory is the synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 12,000 stocks spread across more than forty countries, designed and engineered to capture market rates of return. We coach our clients on how to build an investment portfolio that consistently captures market rates of return, manages volatility to help them manage emotions, and stay disciplined for long-term success. Our philosophy is shaped by great minds like Eugene Fama, Kenneth French, and Harry Markowitz - Nobel prize-winning academics, and not Wall Street salesmen or stock market gurus. Using this philosophy as independent advisors means that we carry no conflicts of interest. We help our clients cut costs, cut out the games, and deliver real purpose to their financial life.
Click HERE to explore the facets of the Free Market Portfolio.
(The Free Market Portfolio Theory is a trademark of Matson Money, Inc.)
Meet Your Team
Co-Founder
Robert Ramsey
For nearly 15 years, Robert has partnered with business owners, attorneys and professional athletes in helping them achieve wealth and financial security. Robert's clients are educated on the financial markets, and have access to tools and industry specialists essential to financial success. His service and commitment to his clients’ long term well-being is the centerpiece of his business. Robert believes in a moral obligation to honor his commitment of accountability to you and a teamwork approach that brings freedom to enjoy financial independence.
Robert is an avid fishermen, world traveler and adventure seeker. His passion for the great outdoors reinforces his belief that clients are more than a spreadsheet and each individual deserves a financial strategy that gives them the freedom to enjoy life beyond the office.
Education
Texas A&M University
Bachelor of Science
Awards & Affiliations
HAIFA ( Houston Association of Insurance and Financial Advisors)
Texas Monthly 5-Star Financial Advisor Award (2010, 2011)
#1 Texas’ Best Wealth Management (Texas Lawyer Magazine)
Member of the Houston Young Lawyers Association
Activities & Community
Member of Oak Hill Methodist Church
Texas A&M University Baseball Alum
Volunteer Baseball Coach at Spring Branch Little League
Volunteer Big Brother Big Sister
Pitching Instructor at Baseball USA
Co-Founder
Colin Norman
Trained as an attorney, Colin takes a deeply analytical approach to guiding his clients toward making the right financial decisions. Colin cuts no corners and thrives by digging into the details when developing strategies for his clients, thereby creating stress free and straightforward pathways. He has an in-depth history of working with attorneys, physicians, engineers, and business owners, and is skilled in navigating diverse financial paths to serve each client uniquely. Colin believes that knowledge plus experience is the key to making the right steps financially, therefore he devotes time to group education by holding seminars for professional associations and firms to teach these special groups on how to navigate their workplace financial questions.
Education
University of Texas School of Law
Juris Doctor
University of Michigan Bachelor of Arts
Awards & Affiliations
Texas Bar Association, Member
Houston Young Lawyers Association, Member
Young Professionals in Energy
Activities & Community
St. Anne Catholic Church, Member
Co-Founder
Jason Shrieve
For nearly a decade, Jason has led business owners, attorneys, physicians, and engineers to grow their wealth and create long term financial freedom. Jason wholeheartedly believes in the American Dream and knows his calling as a financial advisor is to create straight forward pathways for his clients' pursuit of happiness. In addition to creating sound financial plans and holistic investment portfolios, he will educate you on how to navigate and create safeguards for the financial challenges we all face such as taxes, inflation, unpredictable expenses, unexpected life events and retirement.
Jason is a world traveler, avid outdoorsmen, and devoted father and husband. His integrity, faith and spirit of adventure not only shape the role he serves within his own family, it also reinforces his approach to serving his clients. Jason knows it is an honor to create long term financial freedom for the individuals he serves, and is dedicated to helping each client enjoy the fruition of their hard work.
Education
Texas A&M University
Bachelor of Business Administration
Awards & Affiliations
NAIFA Rising Star (2011)
Client Builder Award Winner (2012)
Texas’ Best #1 Wealth Management Group (2012, 2013, 2014)
Texas Monthly 5-Star Wealth Manager Award (2012, 2013, 2014)
Houston Young Lawyers Association, Member
Activities & Community
St. Anthony of Padua Catholic Church, Member
Houston Livestock Show & Rodeo, Lifetime Member
Houston Safari Club, Lifetime Member
Montgomery County A&M Club