The Rosamond Financial Group Wealth Management, LLC

The Rosamond Financial Group Wealth Management provides portfolio management, financial planning, and financial coaching to individuals, high‑net‑worth clients, charitable organizations, and business entities, managing roughly $66 million across a limited client base. Its services include preparing written Investment Policy Statements, ongoing discretionary portfolio management, and one‑time financial plans delivered upon completion.

The firm typically seeks discretionary authority to implement client portfolios and documents risk tolerance and objectives in each client’s Investment Policy Statement; its methods of analysis include charting and both long‑ and short‑term trading. RFG WMGT invests across a wide set of vehicles — equities, fixed income, ETFs (including precious‑metal ETFs), REITs, annuities, private placements and venture capital — and provides regular portfolio monitoring and quarterly reports via custodians.

The brochure discloses outside business activities that distinguish the firm from many peers: the principal is a licensed insurance agent affiliated with an insurance agency and supervised persons may receive commissions for selling insurance and other products, a potential conflict the firm says it will document and disclose to clients. The firm also offers family‑office style operational advice through RFG Family Office LLC and ongoing financial coaching in addition to traditional advisory services, features that are less common among similarly sized supported firms.