A complete list of active advisors currently associated with Rosales Wealth Management LLC
Warmer can help you find a great advisor at Rosales Wealth Management LLC or one who fits your needs even better.
Rosales Wealth Management provides ongoing portfolio management and financial planning to individual and high-net-worth clients. Services include preparing an Investment Policy Statement, tailored asset allocation and investment selection, and implementation across mutual funds, ETFs, equities, fixed income and insurance-based products such as annuities. The firm combines fundamental and technical analysis with a long-term trading orientation, tailoring portfolios to clients’ stated goals, time horizon and documented risk tolerance. It typically requests discretionary trading authority, conducts regular monitoring, and delivers quarterly account reporting to clients and custodians. A distinctive aspect of the firm is that its principal is also a licensed insurance agent and offers insurance and annuity products, an affiliation the brochure notes can create conflicts of interest and is addressed through disclosure and internal review. The firm also requires use of a particular institutional custodian and accepts soft-dollar benefits from that custodian, and it does not aggregate trades across client accounts — operational features that may affect trade execution and distinguish it from many peers.
To learn more about the advisors currently working at Rosales 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.
Name |
Location |
Years of experience |
|---|---|---|
Green Bay, WI
| 9
|
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