A Caring Approach
with Trusted Advice
Comprehensive Discovery Process
Investment Plan Design
Professional Portfolio Management
Legacy and Tax Planning
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At Minchew Rodosta Wealth Management, LLC, we have made it our company focus to assist people in managing all aspects of their financial life. Through this devotion to our clients, we have developed a process which identifies the individual needs unique to each client situation. Further, we have found that investment and legacy planning are paramount for individuals and families with retirement assets and other investments, including real estate, business interests, and personal property. Careful planning, with the assistance of a team of highly qualified professionals, is critical to the overall success of the financial planning process.
Minchew Rodosta Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available, and earn a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."