Every life path is unique

Wealth is about more than money—it’s about the richness of your life. Whether you’re looking to launch a business, save for your children’s education or buy that beachfront cottage you always dreamed of, we help you realize your vision.

Find out why we’re different

We help you make your way.

We listen, then we talk. We gather the complete picture of your life circumstances, working with you to define a financial plan and put it into action—with the goal of sustained prosperity and financial security.

Complete financial planning services

  • Clear financial blueprints

    We work with you to define a complete plan that considers all your lifestyle goals and investment objectives—covering insurance, tax, retirement and estate planning.

    Become a client
  • Strategic investments

    As independent financial consultants we have the freedom to invest your money where we think it will grow best—which is why our overall rate of return is higher than average.

    Learn more about our services
  • Added value at every step

    We communicate routinely and provide active coaching and guidance as a partner in your financial journey, referring you to other professionals like lawyers and accountants to round out your team of trusted advisors.

    We offer resources to help

Get to know how we think

The latest from our blog

Rose & Associates default image

The recent correction has run its course, position for a strong finish to 2014

Posted by Donna Richardson on October 6, 2014

A good indicator for where to buy the dips this year has been the VIX Index. This index is a trademarked ticker symbol for the Chicago Board Options Exchange Market Volatility Index, a popular measure of the implied volatility of S&P 500 Index options. As you can see, there have been a few spikes in…

Read the full post