Financial Advisors
Durham, NC
Rosewood Wealth Management is a Durham-based financial planning firm specializing in retirement planning, legacy planning, and tax preparation services. With over 20 years of experience, they offer personalized financial strategies, tax preparation, bookkeeping, and QuickBooks training designed to reduce financial stress and help clients achieve long-term goals. Their approach focuses on understanding your unique lifestyle and adapting strategies as your circumstances change.
Ideal for: Pre-retirees and retirees, business owners needing tax and bookkeeping support, individuals seeking personalized retirement and legacy planning
Service area: Durham, NC and surrounding areas
20+ Years of Tax & Bookkeeping Experience: Offers comprehensive tax preparation and bookkeeping services including QuickBooks training and payroll management, helping business owners and individuals focus on what matters most.
Personalized Retirement & Legacy Planning: Creates customized long-term strategies that adapt to your lifestyle and goals, with a focus on building a legacy and achieving peace of mind about your financial future.
No-Obligation Initial Consultation: Starts with a conversation to understand your goals before recommending any services, allowing potential clients to assess fit before committing.
Address: 1519 Pleasant Green Rd, Durham, NC 27705
Phone: (919) 391-3446
Website: rosewoodwealthmanagement.com
Looking for more options?
See more Financial Advisors in Durham →