Rothman Investment Management

About

Financial planning - comprehensive financial planning using the Money Quotient True Wealth (TM) system to start with your values and priorities to craft a custom plan to guide you to build, protect and focus your wealth.

Financial coaching - ongoing financial guidance to help you meet your goals, respond to changing situations and help you stack on track.

Investment management - crafting custom portfolios designed to match client's goals and risk tolerance, and using academically vetted investment strategies.

All services are fee-only.  Rothman Investment Management operates as a fiduciary and seeks to always do what is best for clients.