Being an independent family office private wealth advisory firm, Rose Capital Advisors provides comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. Rose Capital Advisors will craft customized investment solutions and advise clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. The firm's practice is reserved to an exclusive group of distinctive clients, allowing it the time needed to carefully customize client services and solutions.I have over 19 years of experience in the wealth management industry and Rose Capital Advisors was founded on the principles of independence, transparency and client advocacy. Rose Capital Advisors provides holistic financial solutions, working with client's tax, legal, estate planning, insurance and other professionals to create a customized plan.Professional licenses include:General Securities Registered Representative NYSE/FINRA (Series 7)Uniform Investment Adviser (Series 65)Uniform Securities Agent State Law Examination (Series 63)Specialties: Comprehensive Financial Planning, Wealth Advisory, Family Office Services, and Financial/Investment Consulting. Retirement Planning, Education Planning, Investment Policy, Dynamic Asset Allocation, Cash Flow Analysis, and Performance Analytics. Alternative Investments including Real Estate, Private Equity, Venture Capital, Hedge Funds, Commodities, Managed Futures, and Timberland.Securities offered through Saxony Securities, Inc. Member FINRA/SIPC.

Assist game changing, entrepreneurial companies with access to capital and strategic business development; work closely with partners for high net worth private clients and family offices to gain access to alternative investments.

Alternative investments / Renewable energy / Real Estate