BOB ROARK
You built something valuable. You found the buyer. You closed the deal. Now what? That's the question most founders aren't prepared for — and it's exactly where Bob Roark and RS Asset Management step in. Based in Colorado Springs and serving clients across 18 states, Bob has spent 38 years helping high-net-worth individuals navigate markets — but his real focus is the narrow, high-stakes window after a founder exits. The transition from liquidity to legacy requires more than a portfolio. It requires a framework. RS Asset Management's WMOS™ process — Document, Decide, Implement, Review — gives post-exit founders the structure to protect what they built and deploy it with discipline. Bob hosts The Exit Series podcast, where founders, business brokers, and M&A professionals share what really happens after the deal closes. To explore whether RS Asset Management is the right fit for your post-exit chapter, visit rsassetmanagement.com.
You built something valuable. You found the buyer. You closed the deal. Now what? That's the question most founders aren't prepared for — and it's exactly where Bob Roark and RS Asset Management step in. Based in Colorado Springs and serving clients across 18 states, Bob has spent 38 years helping high-net-worth individuals navigate markets — but his real focus is the narrow, high-stakes window after a founder exits. The transition from liquidity to legacy requires more than a portfolio. It requires a framework. RS Asset Management's WMOS™ process — Document, Decide, Implement, Review — gives post-exit founders the structure to protect what they built and deploy it with discipline. Bob hosts The Exit Series podcast, where founders, business brokers, and M&A professionals share what really happens after the deal closes. To explore whether RS Asset Management is the right fit for your post-exit chapter, visit rsassetmanagement.com.
, hs_object_source_label=IMPORT, url_slug=bob-roark, lname=Roark, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202018/CERTIFICATE%20OF%20ATTENDANCE-NASBA-CEPA-San%20Diego-Aug-2018-WRoark.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394647, cohortium_profile_title=Bob Roark | Wealth Manager at RS Asset Management | CEPA™ since 2018 | CEPA Connect Member, state=Colorado, hs_was_imported=true, id=2835543734, designations__text_=CEPA, advisor_type=Wealth Manager, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Bob Roark, email=bob@rsassetmanagement.com, cohortium_meta_description=Connect with Bob Roark, a specialized Wealth Manager working with RS Asset Management based in Colorado. Credentials include: CEPA., associated_contact_record_id=2408275, website=https://rsassetmanagement.com/, markets_served=Colorado Springs, Denver, Colorado, Nationwide, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202018/994_Roark_CEPA-certificate_2018-AUG-SD.pdf, pending_profile_information=, is_editable=editable, url_slug_2=bob-roark, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/bob-roark?impersonation=true, full_name=Bob Roark, hs_lastmodifieddate=1775479316456, phone=(719) 337-4182, company_name=RS Asset Management, name=Bob, hs_object_id=2835543734, associated_resources=0, hs_object_source=IMPORT, postal_code=80919, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}- Advisor Type: Wealth Manager
- Website:
https://rsassetmanagement.com/ - Phone: (719) 337-4182
- City: Colorado Springs
- State: Colorado
- Postal Code: 80919
- Country: United States
- Designations: CEPA
- Markets Served: Colorado Springs, Denver, Colorado, Nationwide
- Company Name: RS Asset Management

