How does the advisor help clients – Key Takeaways:
ROSEMAN WAGNER WEALTH MANAGEMENT provides a personalized approach to financial planning and investment management for clients seeking to secure their financial future. Each client receives tailored advice and is given the necessary tools and resources to make informed decisions in line with their financial goals. By working closely with clients and utilizing their expertise, the advisor helps clients achieve their financial objectives and build a strong wealth foundation for the future.
Facts and Insights
Founded in 2005, ROSEMAN WAGNER WEALTH MANAGEMENT is a leading independent wealth management firm that serves clients across the nation. The firm has a team of experienced financial advisors who specialize in providing comprehensive and customized financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
ROSEMAN WAGNER WEALTH MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Wealth preservation strategies
- And more
Client Types
The advisors at ROSEMAN WAGNER WEALTH MANAGEMENT work with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
- And more
Fees & Compensation
ROSEMAN WAGNER WEALTH MANAGEMENT charges a fee based on a percentage of assets under management. This structure is designed to align the interests of the firm with their clients and ensure that the advisors are focused on helping clients achieve their financial goals. Clients can expect transparent and competitive fees at this firm.
Background
The advisors at ROSEMAN WAGNER WEALTH MANAGEMENT have extensive experience in the financial industry. The team is led by Cynthia Roseman and James Wagner, who have a combined experience of over 40 years in the financial planning and investment management field. They are dedicated to providing objective and unbiased advice and are committed to acting in the best interest of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROSEMAN WAGNER WEALTH MANAGEMENT is required to disclose any conflicts of interest or disciplinary history. However, this firm has a clean record and strict policies in place to maintain the highest ethical standards. Clients can rest assured that their interests are the top priority for advisors at this firm.