Rosewood Wealth Management
Financial Advising
Why pick this one
Rosewood Wealth Management combines retirement, legacy, and asset management planning through a fiduciary, fee-based relationship using Fidelity as custodian.
Best for
- People approaching or entering retirement
- High-net-worth individuals planning to protect and transfer accumulated assets
- Clients needing coordinated retirement income, tax, healthcare, and legacy planning
- Investors seeking actively managed accounts with Fidelity as custodian
- North Carolina clients seeking life insurance or Medicare supplement guidance
Specialties
- retirement planning
- lifestyle planning
- retirement income planning
- retirement tax planning
- healthcare and long-term care planning
- legacy planning
- active investment account management
- life insurance and Medicare supplement guidance
Certifications
- CRPC®
- CFP®
- CPWA®
- Licensed insurance agent in North Carolina
- Licensed Medicare supplement insurance agent
What makes them different
- Asset management is offered through a fiduciary, fee-based relationship with fees disclosed and deducted monthly from account balances.
- Fidelity serves as the investment custodian, while Rosewood Wealth Management receives permission to buy and sell within client accounts.
- The retirement planning process addresses lifestyle, income, taxes, healthcare, long-term care, and legacy planning.
- Life insurance and Medicare guidance can access policies from dozens of insurance companies and multiple Medicare supplement carriers.
- Tax preparation and bookkeeping are coordinated with Abbi Tenaglia, who has more than two decades of experience in those services.
Distilled from this business's own website.
Contact & Location
- Address
- 1519 Pleasant Green Rd, Durham, NC 27705
- Phone
- +19193913446
- Website
- https://rosewoodwealthmanagement.com/
- info@rosewoodwealthmanagement.com
Services
- financial planning
- retirement planning
- asset management
- legacy planning
- life insurance planning
- Medicare supplement insurance guidance
- tax preparation
- bookkeeping