A complete list of active advisors currently associated with Roseman Wagner Wealth Management

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

Roseman Wagner Wealth Management provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, retirement plans, corporations, charities and investors in an affiliated pooled vehicle. The firm reports managing roughly $1.54 billion in client assets across five advisers and serves several hundred advisory relationships. The firm’s investment process combines comprehensive financial planning with a fundamental, discount‑from‑value (discounted cash‑flow) approach to intrinsic valuation and ongoing portfolio monitoring and rebalancing. For one of its offerings, an affiliated general partner delegates advisory responsibilities to the firm for a concentrated, non‑leveraged pooled fund that commits relatively large percentages of capital to focused opportunities. What distinguishes the firm from many team advisers is its role as adviser and sponsor to a private pooled investment vehicle and the use of performance‑based compensation through the affiliated general partner, along with limited continuation of a legacy wrap program for existing clients. It also operates with an unusually large asset base per adviser (over $300 million per adviser) and discloses formal allocation and conflict‑management procedures for investments shared between the fund and other client accounts.

To learn more about the advisors currently working at Roseman Wagner Wealth Management, 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.