Rollo Wealth Management believes that the best results happen with a strong team approach. Not only do we form close partnerships with your CPA, tax advisors and estate attorneys, but we also have access to expansive resources and expertise through our affiliations with Rollo Insurance and Kingsview Partners.
Why Rollo Wealth Management?
Our goal is to grow your net worth, protect it, and ensure it gets passed on to the next generation in the most tax-advantaged manner possible. We want to help you take control of your complete financial picture so that you can feel empowered and confident about your future. We pledge to work closely with you through the years.
Rollo Wealth Management was formed as a separate enterprise by Rollo Insurance. The Rollo principles of a strong work ethic, entrepreneurial spirit, and an unyielding desire to give back to the client and the community are firmly entrenched at Rollo Wealth Management.
Rollo Insurance was founded in 2000 in College Station, Texas and has grown to be a major provider of auto, life, health, homeowners, farm, business, and commercial lines insurance in multiple states.
In early 2021, Rollo Insurance determined that many of their clients had a need for expanded wealth management services. Their subsequent partnership with the registered investment advisory firm (RIA) known as Kingsview Partners led to the formation of Rollo Wealth Management.
Kingsview Wealth Management, LLC is an SEC-registered investment adviser (RIA). A multi-faceted, fee-based investment advisory firm, Kingsview focuses on sound financial planning and long-term client satisfaction.
As an RIA, Kingsview offers fair, transparent and easy-to-understand fees. Unlike brokerage firms, RIAs don’t earn commissions on securities trades. Clients pay a fee based on the size of their portfolio, so that the only incentive for Kingsview is to grow your wealth. In other words, if you succeed, Kingsview succeeds.
Kingsview utilizes secure technology to allow you access to your financial information from anywhere. Additionally, they work with some of America’s top third-party custodians which adds another layer of client protection and makes them a truly independent firm.