Rosman Asset Management, LLC works closely with tax and legal professionals for comprehensive wealth management and estate planning. Managing and growing your portfolio is step one in securing your financial future.

As our clients accumulate wealth is important to protect the value of those assets through wise tax planning and prepare for the eventual transfer of assets through estate planning. This often requires sophisticated financial solutions. Rosman Asset Management, LLC works closely with tax and legal professionals for comprehensive wealth management, tax and estate planning.