Services
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
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