Rose & Associates

What We Do


A plan that’s tailored to your life

We’ve been helping people achieve their lifestyle goals and meet their financial needs for more than 30 years.

That’s not something that happens by filling out forms and plugging numbers into a computer (although we do those things as well). It comes from getting to know you, your circumstances, and where you want your life path to lead. Working with you, we build a holistic, personal plan that accounts for every dimension of your financial life—and manage the implementation of your plan proactively over the long term.

Our individualized, hands-on approach has allowed us to achieve an overall above-average rate of return through multiple market cycles.

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Years Experience

Our independence gives you flexibility and more room to grow

We’re not bound to any one family of funds. As an independent financial consulting firm, we follow the fund managers whose track records, communication styles and grasp of economic trends align with our own proactive approach. That means we can tailor your portfolio exactly to your needs and risk tolerance.

Once we’ve set your plan with you, we meet regularly, communicate frequently, and take time to make sure you’re clear about—and comfortable with—the way it’s rolling out. We educate so you can participate, coaching you and broadening your understanding of available options so you can realize your vision for your lifestyle, your business, your children, your estate.

Completing your picture demands the expertise of other trusted experts—accountants, insurers, lawyers. We can refer you to collaborative partners ready to meet your full spectrum of needs.

Meeting all your planning needs

Our complete service offering covers the full range of your personal planning requirements:

Investment Management

Retirement Planning

Tax Planning

Risk Management

Estate Planning

Financial Awareness

Our process requires you to examine your financial situation in detail, which increases your overall financial awareness. We help you become more knowledgeable about your financial strengths and weaknesses, enabling better decision-making.