Q. Is RoseMark right for me?
A. RoseMark Advisors was created to help you get the most from your wealth and to promote your financial security. RoseMark Advisors works closely with AMAC members to help secure their hard earned savings, provide protection for loved ones, and provide guaranteed cash flow in retirement. RoseMark can help you organize and grow your wealth, and has tools available to help you gain control of your spending. We can also help to protect you from the pitfalls of income and capital gains tax, creditors, lawsuits, inefficient debt, death, disability, the cost of long term care, poor investment management and estate taxes. Our team of highly qualified and dedicated financial advisors is here to help you gain financial independence and security using sound financial strategies and guidance.
Q. Who provides the financial counseling to RoseMark Members?
A: All financial counseling services are provided through Castle Asset Management, LLC, an SEC regulated investment advisor. By becoming a RoseMark client, you will be getting the combined expertise of a network of credentialed professionals in the areas of Asset Management and Financial Planning. Working alongside these professionals is an outstanding support staff who will assist you and your advisor every step of the way. Our wide range of financial instruments has been specially selected to provide our clients with options that fit their particular needs. We strive to assist you in managing your investment capital through the development of an appropriate asset allocation strategy and the selection of top tier private money managers. Disclosure Bios
Q. Are there outside fees, such as asset management fees, that I could be charged?
A: Certain investments may generate asset management fees. However, these fees are low compared to other asset management companies and are fully disclosed prior to investment. RoseMark Advisors does not charge any fee to offer guidance, and you can be sure you’ll get sound advice at all times.
Q: Can I call my RoseMark advisor just for information or financial advice?
A: Yes! Another benefit of becoming a RoseMark client is that you will have access to your RoseMark Advisor for any reason, regardless of whether or not you’ve implemented any planning strategies or investments. Just want some advice? No problem! Simply call us at 1-888-730-6565 during our business hours of 9am – 6pm EST.
Q: Is my information kept safe?
A: Yes! View our Privacy Policy and Procedures