DeRose Financial Planning Group is a multi-generational, award-winning financial planning and wealth management firm, guiding individuals, families, and business owners to achieve their financial goals and life aspirations.
We build tailored, holistic financial plans for our clients in four primary areas: Financial Independence, Risk Management, Estate Planning, and Investment Planning. We act as your “personal CFO,” interfacing with your other trusted advisors and working closely with you to continually measure and monitor your plan’s success in order to proactively address any potential gaps and opportunities, so clients can focus on what matters most — their life, family, and work.
Contact us for a 90-minute complimentary initial consultation.
