Details for Rosecap Financial Advisors

NEW OFFICE LOCATION!
LET US SHOW YOU WHAT

ROSECAP FINANCIAL
CAN DO FOR YOU!
Portfolio Management

Tax & Accounting Services
Financial Planning

Matt Rosenberg
2018 AICPA Young CPA
of the Year

Retirement Plans
“Preparing client tax returns
while
also
managing
their
portfolio allows RoseCap to take
advantage of tax efficiencies that
other advisors or CPA firms may
overlook.”

Autumn Schultz
Client Support Specialist

RoseCap Financial
is an independent financial services
company that places the best
interest of our clients first.
Call us today and schedule a complimentary
portfolio review for tax efficiency and fee analysis.

970-773-5300
200 Grand Avenue, Ste. 205 | Grand Junction, CO 81501
RoseCap.com
Investment advice, financial planning, and retirement plan services offered by RoseCap Investment Advisors, a registered investment advisory
firm in the State of CO. Tax planning, preparation, and accounting services provided by RoseCap Tax & Accounting. Both RoseCap Investment
Advisors and RoseCap Tax & Accounting share branding as wholly owned subsidiaries of RoseCap Financial Advisors. RoseCap Investment
Advisors is a registered investment advisory firm in the state of CO. RoseCap does not sell insurance or investment products for a commission.
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