Custom Portfolio Design & Management

  • Custom portfolios
  • Low-cost investments
  • Top-rated independent research
  • Ongoing tax loss harvesting
  • Regular rebalancing
  • Adherence to target allocation
  • Concentrated stock options

Financial Planning

  • Cash flow management
  • Budget planning for short-term and long-term goals, including retirement
  • Debt reduction planning
  • Insurance analysis
  • Employee benefit review
  • Education / College planning
  • Charitable gift planning

Retirement Solutions

  • Social Security advisement
  • Retirement income strategies
  • IRA rollovers
  • Roth IRA conversions
  • Long-term care planning
  • Retirement risk management
  • RMDs (required minimum distributions) assistance and planning

Retirement Solutions For Business

  • Defined contribution plans (401(k) and similar)
  • Self-employed retirement plans
  • Defined benefit / Pension plans
  • Deferred compensation

Estate Planning Strategies

  • Coordination with estate attorney
  • Ongoing beneficiary updates to assets
  • Charitable planning
  • Medicaid planning

Tax Analysis & Mitigation

  • Coordination with CPA
  • Tax planning / Analysis & mitigation of current and future tax liability
  • Analysis of investments held in taxable versus tax-deferred accounts
  • Annual capital gains tax analysis
  • RMDs (required minimum distributions) assistance and planning

Ongoing Communication

  • In-person and/or online portfolio reviews
  • Check-in phone calls
  • Regular performance reports
  • Timely market updates
  • Investment commentary / white papers

Data Technology & Security

  • Secure document sharing
  • Electronic reports from anywhere
  • Vault access for important documents

Rollo Wealth Management Keys to Success

Fee-based Fiduciary Services

Independent, Unbiased Strategies

Technology for Security & Access

Custom Plans & Portfolios

Expanded Expertise Through Partnerships

Dedicated & Personalized Service to Your Family

Curious About How You Can Grow Your Net Worth?

We offer complimentary consultations designed to give you concrete answers based on your situation.