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Transitional Wealth Planning

Defining purpose for the next chapter in life

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. We understand the unique combination of stress, difficulty and disruption that critical changes bring. We are here to help you understand your options, diffuse stress and to empower you to make proactive financial choices.

In support of such major life changes, we provide the following services:

  • Situational analysis as it relates to your financial transition
  • Financial planning and/or recommendations as it relates to your situation goals and objectives
  • Additional financial planning as needed
  • Account restructuring
  • Tax planning
  • Portfolio management planning.

Now To Next

We are always available for general consultation and advice regarding an impending or current transitional event. We’ll work with care and precision to guide you through your own situation and develop a roadmap for the next chapter of your life.

Learn more about our Now to Next process