About Roserock
Our Vision
At Roserock, we collaborate with experienced advisors who manage sizeable fee-based practices, as well as emerging firms with strong business strategies centered around delivering comprehensive wealth planning services. Together, we support financial planners who aim to have a positive impact on their clients’ lives.
Roserock serves as a valuable partner to independent RIAs and advisors. We are committed to assisting you in the process of building your dream practice. Our services relieve you from the day-to-day of investment management of client accounts, allowing you to concentrate on deepening your client relationships and focusing on growing your practice. With our help, you can approach investments with confidence and implement a clear and repeatable process to showcase the value you provide to your clients.