RESOURCES

Purpose based financial planning is about helping you with a plan that aligns your money with what is important to you so that you can confidently get what you want.

Investing 3.0 solves for the inevsting inefficiencies caused by human bias, while reducing both the high management fees of active investing and high phantom costs of passive investing.

Rothman Investment Management seeks excellence in the three areas we believe are most essential to client success- purpose-based financial planning, investment management and tax strategy.