Welcome to the RoseVest Family.

Each of your stories are unique.
Each of your goals are different.
Welcome to the firm as special as you are.

Don't get stuck at the bottom.

Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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It's not always about the money.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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WELCOME TO ROSEVEST

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Rosevest we know how to disrupt the status quo and want to help you do the same.

It's your life, you should live it the way you want. Our advisors believe that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help

Design Your Story

We’re here for you!

Family owned and operated, providing advanced planning principles to successful individuals, families, and business owners throughout the Valley and the U. S. since 2001.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. This Ebook has the tools you need to get started developing your Social Security strategy.