A complete list of active advisors currently associated with Roland Financial Wealth Management LLC

Warmer can help you find a great advisor at Roland Financial Wealth Management LLC or one who fits your needs even better.

Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients, managing roughly $68.7 million across about 340 client relationships. Services include ongoing portfolio management, comprehensive financial planning and an estate planning coordination service facilitated through a third‑party platform. The firm tailors investment programs to each client’s goals and risk tolerance and uses a mix of fundamental, technical and charting analysis alongside long‑term purchase strategies and tactical asset allocation. RFWM may hire sub‑advisors to manage all or part of client portfolios and conducts quarterly account reviews with additional reviews triggered by material changes. Distinctive features include a regular program of public educational seminars and workshops and an estate planning coordination offering, both of which the firm highlights as part of its client services. The firm’s principal also operates an affiliated insurance agency and devotes a material portion of his time to that activity, a disclosed conflict the firm addresses through disclosures and procedures.

To learn more about the advisors currently working at Roland Financial Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.