RoseCap Financial

RoseCap Financial is an independent, fee-only registered investment advisory firm that manages client portfolios and builds financial plans around specific goals. Its services include portfolio management, financial planning, tax planning and retirement plans, with tax planning reviews usually held toward the end of the tax year. The firm is run by a CPA and says it avoids selling high-commission products like life insurance and annuities.

Clients can reach the Grand Junction office at 200 Grand Avenue in downtown Grand Junction, Colorado, and the firm also has an office in Denver. Advisors can be contacted directly by phone, and the team includes CFA and CFP holders alongside CPAs. Portfolio managers handle trading in-house, so clients who want to speak with the portfolio manager can call the office.