facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Build, protect, and focus
your wealth.


Schedule a Free Consultation


You work hard for your money.
Now make it work for you. 




It is your journey.
Let us guide you to success.

However you define success, Rothman Investment Management will help you get there.

Financial Planning Process


You need a proven process, not just a product or a stock tip. 

Our fee-only investment management is built on a repeatable process and a long-term strategy, not chasing the latest hot idea.

Investment Management Process



Your advisor should work for you.  

Your CPA and attorney are fiduciaries, shouldn't your wealth manager be as well?

Let's start the conversation. Contact us to schedule an free introductory phone call. There is no obligation.

Schedule a free consultation today



Let's get to know each other. 

Schedule a Free Consultation

or