WE ARE YOUR FINANCIAL

Fiduciary

WE ARE YOUR FINANCIAL

Fiduciary

AS SEEN IN:

AS SEEN IN

OUR MISSION IS TO HELP YOU ACHIEVE YOUR FINANCIAL GOALS.

Our goal-based investment approach focuses on identifying and prioritizing your financial goals. We then create and implement custom investment strategies to give you the best chance of achieving those goals.

Portfolio Management

Financial Planning

Tax & Accounting

Retirement Plans

RoseCap Financial Team

Matthew H. Rosenberg

CFA, CPA/PFS

Ethan H. Corman

CFA, CAIA

Autumn Schultz

Managing Director/CCO

Nancy Harward

CPA

Sarah Graff

Financial Advisor

Alyssa Lehmann

Accounting Services

Callie Washington

Financial Analyst

Derek Young

Administrative Assistant

Kristi Ayers

Bookkeeper

RoseCap Video Library

RoseCap Investment Advisors is a registered investment advisor with the SEC. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The content of the videos on this site does not take into consideration your unique financial circumstances and is not investment advice. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The videos may discuss and display charts, graphs, or formulas that are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. If you have questions about the information presented or its application to you please contact RoseCap Financial or your investment advisor.

RoseCap Financial Advisors

Independent. Unbiased. Fee-Only.