Helping you make informed financial decisions
As Bakersfield Financial Advisors 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
- Strategy development
- Monitoring/adjusting the portfolio
I’ve known Rylan for a long time. He is one of the brightest people I have ever met. He will take great care of you
I’ve worked with Rozell Wealth across a number of deals of the years. Mr. Rozell’s knowledge and experience is as deep as it is wide. He’s been able to help me with ROTH’s, 401K’s, and financial planning. His greatest asset is his understanding the in’s and out’s of business and real estate and how those play into my financial picture. He’s been able to help me navigate complex situations only a true professional can do. I highly recommend.
Rylan and his team are very knowledgeable and efficient. Any time I have any questions or need something, someone always responds to my needs quickly. I have complete faith and trust in Rylan with my money and investments. He is always making sure we are on the same page and that my money is working for me the best way possible.