Credentials matter. Experience matters. Connection matters. These truths become evident as you experience our unique process which includes: a unique discovery meeting, investment consulting, financial planning, legacy planning, asset protection, and charitable giving. We also encourage prospective clients to take advantage of the firm’s “second opinion” service. This offering allows prospective clients to get a real snapshot of their current investments and plans with a written action plan.
At Rosevest Financial, we offer a variety of services that can be utilized individually or in any combination, depending on your specific needs.
Click on a service below to learn more.