Broker Check


Our Family Is Always First

Our Family Is Always First

At our core, our firm believes that trust, comfort, and community take many years to form. Our clients are encouraged to get involved, to make connections, and to foster wonderful relationships with not only our team, but our community. At Rosevest, we reject the idea of customer, and embrace the idea of family.

Each Action Is Purposeful

We believe that deliberate actions taken preemptively foster beneficial outcomes in the future. As your fiduciary, we strive to take each step deliberately, delicately, and with goals in mind.

Our Family Is Always First

A Balanced Approach To Your Financial Well Being

Complementary to the old ideals of financial services, we believe that a holistic approach is far more than dollars and cents, but rather a deep dive into what makes you unique. From our first discovery meeting, to the day you retire, each person is just as unique as their goals and their story.

Disciplined Strategies, Elegant Solutions

Gone are the days of lost sleep, guesswork, and speculation. A proper investment strategy should be one that allows our clients to invest with evidence, not emotion.

Our Independence

No cookie cutter solutions, no big-box allegiances. Freedom and flexibility.
Committed to excellence; each detail of our lives, our plans, and our goals is of the utmost importance. We expect it be treated as such.

Our Family Is Always First

Our Experience

Decades of experience consistently overseeing your financial wellbeing at each turn.

Our Disciplined Approach

Strategic approaches rooted in academics. We seek long term success, not short term gratification.

Your Fiduciary

As your advisor and fiduciary, we are determined to ensure that each step is with your best interests in mind.

People Come First: We believe that a great organization is comprised of even greater people. Knowing this, we choose to operate with a “People Come First” attitude.

Celebrate Successes: Whether it be firm growth, client success stories, or the little things, we celebrate our successes no matter how large or small.

Community: As a firm, we believe that giving back to our community is a vital part of what makes us who we are. We aim to not only give to those in need, but to involve ourselves in community development, volunteer opportunities, and charitable works.

Creativity: As with every part of life, we believe that creativity and variety can be the spice of life. We urge our team, our clients, and our community to let creativity flow. We often find that some of the best ideas come from the most interesting of moments.

High Moral Standards: We uphold the highest ethical and moral standards in our work, our business outlook, our career growth, our client relationships, our community impact, and our business model.

Integrity: Our firm treats our clients, our team, their families, and their friends with the upmost respect and honesty as it relates to both personal and business relationships.

Competence: Our team is determined to properly care for and assist others on a daily basis. We bring proper training, continual education, and a constant drive to improve to each and every relationship.

Empowerment: Our team is encouraged to make decisions that are not only mutually beneficial, but also stand for what they believe is best in an honest and respectful manner. We strive to foster growth for our clients, our team, and all those we come in contact with.

Transparency: We believe that radical transparency is best practice in both business and personal dealings, and that no problem can be properly resolved by walking on egg-shells to find solutions.

Gratitude: We choose to recognize the wonderful family that makes up our company, encouraging positive actions through financial and non-financial awards. We believe that behavior breeds habit, and that positive actions can be wonderfully contagious.

Light Heartedness: While much of what we do is both professional and mild mannered, we firmly believe that some things shouldn’t be all that firm. Having fun is a necessary part of life, and we try to embody this each and every day.

Technological Innovation: We take technological advancement seriously in relation to firm wide improvement. We believe that increasing technology allows us to better communicate, minimize workplace errors, reduce our carbon footprint, and provide a better experience for our clients and our team.

Growth, Profitability & Scalability: We believe that the ability to maintain growth, profitability, and an ease of scaling is crucial to achieve our goals. As a small business, we recognize that growth is both exciting, challenging, and rewarding.

"An investment in knowledge pays the best interest.” --Benjamin Franklin

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