Rochester Wealth Strategies

Financial Services - Rochester, MI, US

Rochester Wealth Strategies Employees
Julie Frakes Lobaza

Vice President / Wealth Manager

Contact Julie Frakes Lobaza

Dominic Garcia

President / Wealth Manager

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Xenia Woltmann

Vice President / Wealth Manager

Contact Xenia Woltmann

Mike Skoric

Senior Portfolio Manager & Head of Research

Contact Mike Skoric

Bradley Sorenson

Planning Specialist / Wealth Manager

Contact Bradley Sorenson

Julie Lobaza

Vice President / Wealth Manager

Contact Julie Lobaza

Contact All Rochester Wealth Strategies Employees
Rochester Wealth Strategies Details

As an Independent Registered Investment Adviser... our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Because of our independence, we are not tied to any type of investment products. It is important that we provide ongoing advice and investment management based on our clients'​ objectives. As a Fiduciary... we are held to the highest standard of care and are required to act in the best interest of our clients at all times. We are regulated by the state and required to implement certain practices to ensure conformance to the law.As a Fee-Only advisory firm... we are not compensated based on the sale of a product. By removing the opportunity to obtain commissions, we avoid the incentive that is sometimes inherent with a fee-based advisor. A fee-only model helps ensure that we put the client's interest ahead of our own. It can be viewed as the most transparent and objective form of compensation.Rochester Wealth Strategies, LLC ("RWS") is a Registered Investment Adviser.

Rochester Wealth Strategies logo, Rochester Wealth Strategies contact details
Employees: 10 - 19
HQ: N/A
Location: Rochester, MI, US
Revenue: 1 - 2.5 Million
N/A
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