THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC

Overview

The Rosamond Financial Group Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. It serves both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which complements its advisory work and explains its use of annuity products. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not positioned as a multi-state adviser, is not characterized as a capital allocator, and does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices