Roundell Wealth Management is a team of professionals with over 100 years of combined financial services experience. Our team is built around a succession plan providing continuity for generations of clients to come.
With clients as our focus, our relationships are founded on four essential beliefs:
PASSION + PEOPLE + PURPOSE = THE RIGHT PLAN.
You and your loved one have unique goals and values. By taking the time to understand them, we can build a personalized financial roadmap to achieve what wealth means to you.
WE DON’T SHY AWAY FROM DIFFICULT CONVERSATIONS.
We tell you what you need to hear, not what you want to hear. While it can be uncomfortable, it provides you with a solid understanding of your financial plan and peace of mind.
WHAT YOU DON’T KNOW CAN HURT YOU.
You can’t be expected to know everything. Lean on us. We are experts at navigating through the complexities of capital markets and wealth management.
LIFE IS ABOUT MEMORIES, NOT ABOUT MONEY.
Money is important, but it's only as valuable as the experiences it enables.is not an end to itself. What do you want your money to do for you?
With our help, you can map out your future with a personalized, life long, financial plan. With ongoing coaching and financial services, we help investors and their families move through every stage in life, and find confidence and clarity in their finances.