At Rose Capital Wealth Management, we work collaboratively with our clients to help them create their own comprehensive financial plans based on their desired lifestyle in retirement. We then build custom investment strategies around those plans and help facilitate any necessary work to be done in the areas of estate planning, tax planning, and insurance.Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. This communication is strictly intended for individuals residing in the state(s) of CA, NC and TX. No offers may be made or accepted from any resident outside the specific states referenced.