Step Into Your Financial Future With Confidence

Rozell Wealth Management provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business. Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice.

01. Complete Financial Planning

No matter what stage of life you’re going through, we provide a comprehensive financial planning experience accounting for and organizing all areas of your financial situation to help you maximize wealth, minimize your expenses and move toward a sense of financial freedom.

02. Transitional Wealth Specialists

Whether you’re entering retirement, dealing with a divorce or the death of a spouse, or you’re selling a business, we will work with you to understand your options, diffuse your stress and help you make proactive financial choices.

03. Fiduciary Investment Advice

As an independent and objective advisor, we have access to a broad universe of financial products and solutions, perform detailed analysis and research for each scenario, and base planning on your unique investments goals and objectives.

Our Services

Investment Management

At Rozell Wealth Management, we begin our process with setting investment goals and objectives working closely with you to carefully evaluate each step in conjunction with your own transitional and life circumstances.

Transitional Wealth Planning

Rozell Wealth Management specializes in helping clients who are going through a financial transition such as retirement, divorce, death of a spouse or selling a business.

Our Founder

Ready to transition your financial life with purpose?

Call 661-347-1211 or click the button below to request your Now to Next Consultation today!

Our Now to Next consultative process