Investment Management

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:
    • Discovery
    • Strategy development
    • Implementation
    • Monitoring/adjusting the portfolio

Ready to transition your financial life with purpose?

Working with a local Bakersfield Financial Advisor is easy. Call 661-347-1211 or click the button below to request your Now to Next Consultation today!

Our Now to Next consultative process