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WE ARE YOUR FINANCIALFIDUCIARY

Temporary

TemporaryRoseCap Financial2021-01-12T16:11:00-06:00

As seen in:

As seen in:

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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

Matthew H. Rosenberg

CFA, CPA/PFS

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Ethan H. Corman

CFA, CAIA

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Autumn Schultz

Managing Director/CCO

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Sarah Graff

Financial Advisor

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Calley Washington

Financial Analyst

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Chelsea Faber

Administrative Assistant

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Latest Videos

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Goodbye Tax Prep; Hello Tax Planning

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2024 Client Updates

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TPC Transition Weekend

Matt Rosenberg2023-12-13T09:11:27-06:00

TD Schwab Merger Updates & Info

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4.9% CDs… Why Not?

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Are my deposits safe?

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Client Update Video (01.17.23)

Matt Rosenberg2023-08-11T11:43:37-05:00

Client Check-In Video

RoseCap Financial Advisors

Independent. Unbiased. Fee-Only.

Contact Us Today

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200 Grand Ave, Suite 205
Grand Junction, CO 81501

info@rosecap.com

Call us: (970) 773-5300

RoseCap Investment Advisors, LLC (“RoseCap”) is an SEC Registered Investment Advisor. Investments are not FDIC-insured and involve the risk of partial or complete loss of value. Before you invest, please consider your investment objectives and RoseCap’s fees and expenses. Past performance does not guarantee future results.

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