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Rosevest Financial

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website rosevestfinancial.com
Client types

Overview

Rosevest Financial is a U.S.-based registered investment advisory practice providing comprehensive wealth management and financial planning services for individuals, families, and business owners. The firm focuses on retirement planning, investment management, tax planning, estate planning, and private client services. Its planning approach emphasizes personalized financial strategies aligned with each client's long-term goals. The firm serves clients nationwide and coordinates financial planning through a consultative advisory model. Investment advisory services are delivered through CWM, LLC, an SEC Registered Investment Adviser.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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