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We guide you to
build, protect, and focus
your wealth.


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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.

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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.More About Investment Management



Your team should work for you.  

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

Let's start the conversation. Contact our team to schedule a phone call or in person meeting. We look forward to hearing from you.

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