Welcome to Minchew Rodosta Wealth Management, LLC
At Minchew Rodosta Wealth Management, LLC, we have made it our company focus to assist people in managing all aspects of their financial life. Through this devotion to our clients, we have developed a process which identifies the individual needs unique to each client situation. Further, we have found that investment and legacy planning are paramount for individuals and families with retirement assets and other investments, including real estate, business interests, and personal property. Careful planning, with the assistance of a team of highly qualified professionals, is critical to the overall success of the financial planning process.
Individual Planning
- Comprehensive Discovery Process
- Investment Plan Design
- Professional Portfolio Management
- Legacy and Tax Planning
Corporate Planning
- Business Continuation and Transition Planning
- Strategic Insurance Planning
- Qualified Company Retirement Plans
- Executive Bonus Strategies
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