ROLAND FINANCIAL WEALTH MANAGEMENT LLC

Overview

Roland Financial Wealth Management LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm provides fee-based wealth management and planning services to individuals, families and some institutional clients. Its billing mixes a percentage-of-assets model with hourly charges, and its stated advisory activities emphasize financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

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Location & Offices