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Are you ready for comprehensive Wealth Oversight and Guidance?
First, your Certified Financial Planner® will take you through Roche’s Financial Foundations process. Over a 12-month period, we will engage in 10 financial wellness sessions to establish a solid financial foundation for the future.
When complete, you will feel confident knowing your entire financial house is in order. Then, we will continue to be your guide, helping you navigate through your financial life.
Contact us to learn more.
Perhaps you are not ready for comprehensive planning. Or maybe you are comfortable with your current financial picture. But – you still have questions from time to time.
Our Financial Coaching service provides you counseling and coaching on all your important financial decisions. We will answer all your financial questions by email or phone. Whether you are looking for investment advice, budgeting assistance, product information, retirement planning, insurance guidance, education planning, 401(k) recommendations or just a second opinion on an important financial decision — we will be your guide.
You have questions? We have answers! Sometimes all you need is a little help and direction. Don’t do it alone, our experts will be there for you when you need us.
You don’t make health decisions without insight from your doctor, neither should you make important wealth decisions without guidance from a Certified Financial Planner®.
Our Advisors will be your guide, sitting on the same side of the table towards success. Let us help you make all the right financial decisions. Contact us to learn more.
Whether you choose our Oversight and Guidance or Coaching service, an important step to achieving your goals is prudent investing of your money. Our strategy is to invest for a life purpose. We find the right combination of growth, income, capital preservation, security selection, investment location, and tax containment that’s perfectly suited for your life’s financial goals.
Successful investment management companies base their strategy on a core investment philosophy, and Roche is no different. Although we offer individually customized portfolios for each our clients, a common theme runs through the investment advice we provide —
Our investment strategies are proven to ensure your investment goals are achieved. We handle everything — opening accounts, transferring funds, executing trades, and daily monitoring. Don’t leave this important financial task to just any firm or technology company. Choose a firm that looks out for your best interest and incorporates your goals and dreams.
For a more detailed explanation of our dynamic investment strategy, view our Roche Investment Strategy and Process brochure and contact us to learn more.
Professional Investment Management Fee is 0.50% of assets under direct management when you sign up for any of our Oversight or Coaching services. Fee is 1.00% for Investment Management service only.
Roche investment team will provide complete investment services
A Chartered Financial Analyst (CFA) assigned as your portfolio manager
We will implement Roche's 4 Investing Principles for proven results
Professional money manager focused on your unique requirements
Dynamic Management Process increases returns, controls fees, and preserves capital
We place the integrity of the investment professional and the interests of our clients above all else
Quarterly calls with your manager to track progress and discuss changes
Access to your investment accounts 24/7 on our website or mobile app
Let’s get there together by achieving real results
51% of respondents who deal with a CFP (Certified Financial Planner) professional feel on track to reach their desired lifestyle in retirement, as compared with only 33% for clients with a non-certified advisor and 18% for those without an advisor.
76% of respondents who deal with a CFP professional reported feeling more “on track” with their financial affairs, compared with 63% of those dealing with a non-certified advisor and 35% for those without an advisor.
Financial wellness starts with your long term goals, dreams and priorities
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