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 serves individuals and families focused on retirement planning and related financial needs. The firm delivers written financial plans and portfolio management by recommending third‑party managers and model portfolios, and it also offers tax preparation, bookkeeping, and sales of insurance and other financial products. Its investment approach centers on building retirement plans that address income, growth, healthcare, legacy, and other components, using a risk‑profiling metric to guide portfolio construction. Implementation commonly involves recommending actively managed products from selected third‑party managers or placing clients into Rosewood’s model portfolios of stocks, ETFs, and mutual funds, with ongoing oversight of manager performance. Noteworthy aspects include managing roughly 209 client relationships with a relatively small advisory staff, plus in‑house tax and bookkeeping services and licensed insurance sales—features that are statistically uncommon among similar firms. The firm discloses that it receives referral fees from third‑party managers and may receive incentives from an insurance marketing organization, which are potential conflicts of interest.
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 |
|---|---|---|
Durham, NC
| 11
|
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