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How Our Clients Benefit

Our Mission Statement

Our mission is to become a valued partner in the financial success of our clients. We are committed to providing prudent investment advice in conjunction with developing innovative and customized portfolios. Throughout all phases of life, we focus on helping our clients Grow, Protect, Enjoy and Distribute their wealth.

One of our primary goals is to develop a long-term, trusting relationship with you.

Client Centered

When you work with Rosso Financial Group, you are choosing an independent financial planning firm with a unique format of a coordinated effort from your team.

We walk our clients through every phase of life and we show our clients how to:

  • - Review Cash Flow Analytics
  • - Evaluate Net Worth
  • - Manage assets --with their goals at the forefront of our strategy
  • - Plan for the future -- including: Education Planning, Retirement Planning or Rainy-Day Planning
  • - Be the most tax efficient to maximize income
  • - Make sure assets are protected -- including the most important asset--yourself!
  • - Plan for distributing wealth through Estate Planning and Philanthropic intentions

Why Rosso Financial Group?

The business model at Rosso Financial Group is different from the vast majority of independent, regional and wire house investment firms.  We take a team approach for every client we work with and when you work with Rosso Financial Group, you will have access to the entire team—which includes in-depth financial planning and personal portfolio management.

Who are the Differentiators?

Anthony Rosso, Principal and CEO of the firm brings to the table with him nearly 30 years of financial services experience, a passion for the business and creating an effective, ongoing client relationship. He is the creator and architect of the unique business model that Rosso Financial Group offers its clients.  Anthony founded the firm with a vision of providing a service model that goes above and beyond the traditional advisor/client relationship. 

Brad Daniels, CFA is our in-house portfolio manager.  Unlike other firms where advisors select various models for your investments, we have our own portfolio manager –right in the office!  Throughout his career, Brad has managed money for several Fortune 500 companies and major non-profit organizations. Brad brings to Rosso Financial Group over 30 years of experience as an equity fund manager as well as a former research analyst. Brad selects the investments by focusing on corporate cash flow, business momentum and valuations.  A classic fundamental research analysist, he diversifies portfolios among the eleven sectors of the market with a focus on long-term growth.

Sean Keating, CFP®, ChFC®, CDFA®, EA®, is not only a Certified Financial Planner, a Chartered Financial Consultant and a Certified Divorce Financial Analysist he also holds the prestigious designation of Enrolled Agent with the IRS.  This is not a common designation and very difficult to achieve.  Sean is our in-house financial planner.  Your financial advisor and Sean work together to make sure the most appropriate plan is implemented, monitored and completely customized for you and your individual situation. 

How can we help you organize your financial life?

Through a link on our website, you will have access to your own financial website.  This customized website can be extremely in- depth or it can be a snap shot of your financial life.  You will be able to see all of your assets in one place – no matter where they are held– 24/7. 

We will set up the website for you and walk you through the process.  You can create cash flow analysis, list goals, large expenses and much more. 

You will also have access to a secure, personalized Document Vault.  This Vault can hold all of your important papers-- including: deeds, certificates, contracts, business documents, estate documents, etc.  all in one secure place. 

When you schedule a meeting and meet with your team, you will see first-hand the unique process Rosso Financial Group brings to the table. You will experience what makes us different!

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