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Sarah G

Series 65

Grand Junction, CO

Rosecap Investment Advisors, LLC

Sarah Graff is a financial advisor at RoseCap Investment Advisors, LLC with a Series 65 designation and four years of industry experience. She previously worked for 14 years at Alpine Banks of Colorado before joining RoseCap in 2022. RoseCap serves a mix of individual and institutional clients, including families, trusts, businesses, and retirement plans, providing discretionary asset management and financial planning. The firm employs a goal-based investment approach focused on broad asset-class allocations, primarily using ETFs, and offers both high-touch private client services and lower-cost investment programs.

Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting Widow/Widower
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Ethan C

CFA®, Series 65

Grand Junction, CO

Rosecap Investment Advisors, LLC

Ethan Corman is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at RoseCap Investment Advisors, LLC since 2013, with a brief tenure at Lockheed Martin Corp. and the Army Contracting Command. RoseCap serves individual and institutional clients with discretionary asset management and financial planning, employing goal-based advice focused on broad asset-class allocations primarily through ETFs. The firm offers tailored service tiers and incorporates proprietary quantitative models alongside fundamental and technical analysis.

Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting Widow/Widower
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