A complete list of active advisors currently associated with Rosales Wealth Group LLC
Warmer can help you find a great advisor at Rosales Wealth Group LLC or one who fits your needs even better.
Rosales Wealth Group LLC is a newly established, single‑advisor registered investment adviser that serves individuals and high‑net‑worth clients with discretionary wealth management and investment management services. The firm offers comprehensive financial planning — including stand‑alone and ongoing engagements — and typically constructs portfolios using low‑cost diversified mutual funds and ETFs, while retaining the option to hold individual securities or implement portions of portfolios through unaffiliated independent managers. The adviser employs a primarily long‑term approach informed by fundamental, technical and cyclical analysis, setting strategic asset allocations, monitoring holdings and rebalancing or making shorter‑term trades as client needs or market conditions require. Client accounts are executed and custodied through a recommended institutional platform, and the firm conducts ongoing oversight of any independent managers it recommends; the adviser discloses receiving custodial economic benefits from its platform relationship. What distinguishes the firm from many peers is an affiliated insurance agency under common ownership, and advisory personnel who are separately licensed to sell insurance products and may earn commissions for those sales — an activity disclosed as separate from advisory services and identified as a potential conflict of interest (insurance work is described as a small portion of time). The firm also reports no custody of client assets beyond authorization to withdraw advisory fees, no performance‑based fee arrangements, and no reported assets or clients at the time of the filing.
To learn more about the advisors currently working at Rosales Wealth Group 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.
Name |
Location |
Years of experience |
|---|---|---|
Shelton, CT
| 5
|
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