Focus on What's Important to You
What's Your Story?
Rovai Wealth Management
Finance Beyond Investments
Welcome to Rovai Wealth Management
About The Financial Firm
At Rovai Wealth Management, our Clients see us as their Personal Business Manager. We act as the architect and general contractor to your financial plan, helping make sure that you have a strong foundation grounded in your most important values.
We pride ourselves on our community of clients who generally have certain characteristics in common. It is these traits that make them good clients and us good advisers – because we fit.
We seek to limit our community of clients in order to help ensure the highest quality service and the best possible working relationships. After all, we take managing your financial household very seriously, and our clients allow us to do that for them so that they can focus on their quality of life.
The Rovai Wealth Management Clients share several common characteristics:
THEY ARE FINANCIAL DELEGATORS: Our community of clients is comprised of skilled financial delegators. They appreciate and are willing to follow, the advice of a professional.
THEY ARE PASSIONATE ABOUT GOALS: All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
THEY ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a single devoted advisor.
THEY VALUE OUR WORK TOGETHER: Our community of clients is comfortable with our way of doing business and the way we are compensated.
THEY FOCUS ON WHAT’S REALLY IMPORTANT TO THEM: Our community of clients values our relationship. By delegating their financial management work to us, they can focus their valuable time and energy on those things that are most important to them.
THEY CAN HANDLE THE TRUTH: Our clients want to hear the truth from us regarding their financial situation…..no matter what.
Our clients know what is important to them and they have a written step-by-step plan of action to achieve their goals. Our clients act with courage to make their plan a reality. We coach, benchmark, and track progress toward the goals important to each client. We accomplish our goals when our clients accomplish their goals.
We pride ourselves on our community of clients who generally have certain characteristics in common. It is these traits that make them good clients and us good advisers – because we fit.
We seek to limit our community of clients in order to help ensure the highest quality service and the best possible working relationships. After all, we take managing your financial household very seriously, and our clients allow us to do that for them so that they can focus on their quality of life.
The Rovai Wealth Management Clients share several common characteristics:
THEY ARE FINANCIAL DELEGATORS: Our community of clients is comprised of skilled financial delegators. They appreciate and are willing to follow, the advice of a professional.
THEY ARE PASSIONATE ABOUT GOALS: All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
THEY ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a single devoted advisor.
THEY VALUE OUR WORK TOGETHER: Our community of clients is comfortable with our way of doing business and the way we are compensated.
THEY FOCUS ON WHAT’S REALLY IMPORTANT TO THEM: Our community of clients values our relationship. By delegating their financial management work to us, they can focus their valuable time and energy on those things that are most important to them.
THEY CAN HANDLE THE TRUTH: Our clients want to hear the truth from us regarding their financial situation…..no matter what.
Our clients know what is important to them and they have a written step-by-step plan of action to achieve their goals. Our clients act with courage to make their plan a reality. We coach, benchmark, and track progress toward the goals important to each client. We accomplish our goals when our clients accomplish their goals.
The Benefits of Independent Representation
Independent Representation
· Takes The Time To Understand You And Your Goals. An Independent Registered Representative Makes It His Or Her Business To Learn Who You Are, Where You Are With Your Investment Program And Where You Want To Go.
· Helps Make Planning More Convenient. What Does It Take To Develop A Personalized Plan, Monitor It And Keep Track Of How You Are Doing, Too? More Time Than Your Busy Schedule May Allow.
· Can Make Recommendations On A Completely Independent Basis.
What Difference Does Independence Make? An Independent Registered Representative Can Offer A Myriad of Solutions That Are Tailored to The Needs Of The Client. A Registered Representative Is Only Truly Independent If Their Firm Does Not Offer Any Proprietary Products; And The Firm Is Not Owned Or Controlled By A Financial Services Company That Produces Insurance Or Investment Products.
Thank you for your submission!