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Investment Management

Helping you make informed financial decisions

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. Our advice is always fiduciary, objective and unbiased. Having established your goals, we will then:

  • Review, access and strategize your financial situation
  • Review projections of your net worth and cash flow
  • Perform a scenario analysis
  • Undertake an investment management process including:
    • Discovery
    • Strategy development
    • Implementation
    • Monitoring/adjusting the portfolio

Now to Next

In conjunction with above, we will create online access for you for account aggregation to provide secure and convenient access to monitor your progress

Learn more about our Now to Next process