A complete list of active advisors currently associated with Rosewood Wealth Management

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

Rosewood Wealth Management (the advisory business of Carolina Wealth Stewards, LLC) serves individual clients and families primarily focused on retirement planning and income needs. The firm provides written financial planning, portfolio implementation through third-party managers and model portfolios, and also offers insurance product sales alongside tax preparation and bookkeeping services. The firm’s investment approach centers on constructing retirement-focused plans that address cash needs, growth, healthcare, and legacy goals, using a mix of third-party actively managed products, ETFs, mutual funds and select individual securities. Rosewood develops risk profiles for clients, maintains in‑house model portfolios that are implemented on third‑party platforms, and oversees recommended managers on a regular basis while leaving custody and execution largely with those managers. Rosewood is notable among similar small advisory firms for combining advisory services with licensed insurance sales and in‑house tax and bookkeeping offerings, creating multiple revenue streams and potential conflicts the firm discloses. It also supports a relatively large client base for a two‑advisor practice (over 200 clients total), operates media activities including podcasts and broadcast involvement, and expressly discourages client reviews on third‑party sites.

To learn more about the advisors currently working at Rosewood 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.

Name	Location	Years of experience
Jacob Doser	Durham, NC	7
John Stillman	Durham, NC	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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