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OUR MISSION IS TO HELP YOU ACHIEVE YOUR FINANCIAL GOAL(S).

Portfolio Management

Financial Planning

Tax & Accounting

Retirement Plans

RoseCap Financial Team

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Matthew H. Rosenberg

CFA, CPA/PFS

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Ethan H. Corman
CFA, CAIA

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Autumn Schultz
Office Manager

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Nancy Harward

CPA

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Sarah Graff
Client Service Administrator

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Alyssa Lehmann

Accounting Services

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Skyler Russell

Tax Associate

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RoseCap Investment Advisors is a registered investment advisor with the SEC. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The content of the videos on this site does not take into consideration your unique financial circumstances and are not investments advice. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The videos may discuss and display charts, graphs, or formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. If you have questions about the information presented or it’s application to you please contact RoseCap Financial or your investment advisor.

RoseCap Financial Advisors

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