ROSEMAN WAGNER WEALTH MANAGEMENT
Rocklin, California
Roseman Wagner Wealth Management, headquartered in Rocklin, CA, is a distinguished investment advisory firm catering to the financial needs of high net worth individuals. With over 220 valued clients and an impressive $986,399,000 in assets under management, the firm has established a strong reputation in the industry. Operating from three well-equipped offices, Roseman Wagner Wealth Management offers personalized financial planning and investment strategies tailored to each client's unique goals and aspirations.
As a fully discretionary firm, Roseman Wagner Wealth Management has the authority to make investment decisions on beha...
See more
Loading...
Assets Under Mgmt
$986.4M
Investment Professionals
5
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.