Rozman Wealth Management

Money Directory

Published October 29, 2012

675 N. Barker Road, Suite 220

Brookfield, WI, 53045

Primary Contact: Kurt Rozman

(262) 798-7979

Website: www.rozmanwealth.com

Year Founded: 2001

Primary market served: Families

Secondary market served: Privately held Companies

Primary category of service: Wealth Management

Other services provided: Financial Planning
Investments
Lump Sum Distribution
Wealth Management

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: We help define financial goals, monitor progress, and minimize risk. We use extensive knowledge to help families develop strategies to accumulate, build and preserve wealth.

Most typical fee structure: Percentage of assets under management

Total assets under management: $100 to $249 million

Net worth of typical client/family/business: $500,000 to $999,999

Minimum investment required: $500,000 to $999,999

Typical age of your clients: 55 or Over

Primary industry: Retail

Secondary industry: Manufacturing

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: Under $1 million

Other services provided: 401K
SEP
IRA

Investment philosophy: Our philosophy is to help clients articulate and understand their objectives, formulate a strategic vision and develop a systemic methodology to achieve their goals. We proactively manage the capital our clients have worked a lifetime to accumulate.

Management of customer portfolios: Internal money managers only