Accounting & Tax
Richmond, VA
The Roseline Group is a Richmond-based professional services firm offering comprehensive tax preparation and planning, investment management and consulting, and financial planning for individuals, families, and closely held businesses. With over 100 years of combined team experience, they provide a holistic approach to tax and wealth management services, combining tax expertise through Roseline Tax Advisors with investment services through Roseline Capitol Advisors (a registered investment advisor).
Ideal for: Individuals and families seeking comprehensive tax and financial planning, Business owners of closely held companies, High-net-worth clients wanting integrated investment and tax strategy
Service area: Richmond, VA and surrounding areas
Integrated Services Model: Combines tax advisory and investment management under one firm, enabling coordinated planning across tax strategy and portfolio decisions for clients.
Specialized in Business Clients: Serves closely held businesses in addition to individuals and families, bringing tax and planning expertise relevant to business owners.
Extensive Combined Experience: Team brings over 100 years of combined professional experience in tax and financial services.
Address: 140 Virginia St # 300, Richmond, VA 23219
Phone: (804) 545-7440
Website: theroselinegroup.com
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