Roshan Private Wealth Management, LLC

Roshan Private Wealth Management, LLC provides discretionary investment management services to individuals, with a focus on high-net-worth clients. Roshan Private Wealth Management, LLC builds customized investment portfolios by evaluating each client's specific financial goals, time horizon, objectives, and risk tolerance. The firm uses fundamental and technical analysis to select investments, including stocks, bonds, mutual funds, exchange-traded funds, and options, while monitoring portfolios regularly. In addition to investment management, the firm's principal operates an affiliated certified public accountant practice, allowing for coordination on tax and accounting matters, though clients are not required to use those separate services.