Call Us Today 903 331.0438

Contact US

Retirement planning built around you, with your interests first.

Rose Wealth is a registered investment advisory firm serving individuals and families across Texas. We take the time to understand your goals, build a plan around them, and stay beside you as life changes.

Schedule a conversation No obligation. An introductory conversation is a chance for us to learn about you and for you to learn about us.

Why investors choose Rose Wealth

Choosing who guides your retirement is a big decision. Here is what you can expect when you work with us.

A fiduciary commitment

As a registered investment adviser, we owe our clients a fiduciary duty. That means our advice must be made in your best interest, and we are required to disclose conflicts of interest that could affect it.

A plan before a product

We start with your goals, your time horizon, and your comfort with risk. Investment decisions follow from your plan, not the other way around.

Clear conversations about fees

You should know what you pay and what you receive for it. We explain our advisory fees up front and describe them in writing in our Form ADV Part 2A and Form CRS.

Guidance for the whole picture

Retirement income, IRAs and rollovers, Social Security timing, and protection planning all affect one another. We look at how they fit together rather than treating each in isolation.

Independent custody of your assets

Your assets are held at a qualified custodian, such as Fidelity or Charles Schwab, in your name. You can view your accounts directly and independently of us at any time.

Local people you can reach

We are based in Texas and meet with clients in person or by phone and video. When you call, you reach a team that knows your situation.

How we work together

A straightforward process, so you always know what comes next.

  1. Discover

    We listen. We learn about your goals, your income needs, your family, and your concerns.

  2. Plan

    We review your current accounts and recommend a strategy designed around your objectives.

  3. Implement

    With your approval, we put the plan into action and help with account transfers and rollovers.

  4. Review

    We meet regularly, review progress, and update your plan when your life or goals change.

Serving clients across Texas

Meet with us in person or from home.

  • Longview
  • Tyler
  • Lubbock

Headquarters: 305 W Loop 281, Suite 101, Longview, TX  |  903-331-0438  |  info@rosewealth.com

Current clients: access your accounts

Your accounts are held at your custodian. Choose the one that holds your account to sign in and view statements, balances, and documents.

These links open third-party websites in a new window. Fidelity and Charles Schwab are not affiliated with Rose Wealth and do not endorse or recommend our firm or our advice. Rose Wealth does not review or control third-party website content. Never share your login credentials with anyone, and contact us if you need help.

Ready to talk about your retirement?

Tell us where you are and where you want to be. We will walk through how we can help.

Schedule a conversation

Important disclosures

Rose Wealth is a registered investment adviser (CRD #334740). Registration does not imply a certain level of skill or training. Rose Wealth LLC is registered with the SEC and TSEC. Advisory services are offered only to clients or prospective clients where Rose Wealth and its representatives are properly licensed or exempt from licensure.

This page is for informational purposes only and is not personalized investment, tax, or legal advice, nor an offer or solicitation to buy or sell any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no strategy can ensure a profit or protect against loss. Information here does not consider your individual circumstances; please consult with a qualified professional before making decisions.

Statements about fiduciary duty describe the legal obligations of registered investment advisers. Fees vary by service and are described in Rose Wealth's Form ADV Part 2A and Form CRS. Please review these documents carefully before engaging the firm: Form ADV Part 2A | Form CRS (Client Relationship Summary) | Privacy Policy. You can also research the firm at adviserinfo.sec.gov.

Certain Rose Wealth representatives are also licensed insurance agents and may receive commissions from insurance product sales, which creates a conflict of interest. Insurance and advisory services are separate, and clients are never required to buy insurance products through us. Insurance guarantees are subject to the claims-paying ability of the issuing company.

Charles Schwab & Co., Inc. and Fidelity Investments (including Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYSE, SIPC) are unaffiliated third-party custodians. Neither endorses or recommends Rose Wealth. Logos and trademarks are property of their respective owners and are used only to help clients locate their account login.

© 2026 Rose Wealth. All rights reserved.