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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