"I use a planning approach to holistically integrate the many aspects of your financial picture. Whether you seek asset management, income generation, tax minimization, generational transfer or other long-term strategies, my goal remains the same—to provide a customized and attentive wealth management experience."
The Rothe Group
The Rothe Group
"I use a planning approach to holistically integrate the many aspects of your financial picture. Whether you seek asset management, income generation, tax minimization, generational transfer or other long-term strategies, my goal remains the same—to provide a customized and attentive wealth management experience."
About The Rothe Group
The Rothe Group is an experienced advisory team who services its clients premised on integrity, prudence, and accessibility. Learning about you, your priorities and your concerns allow us to act as your financial advocates. We concentrate our efforts on developing long-term relationships through a commitment to quality service.
Learn More
Insights
Markets and Economy
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Family Legacy
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Markets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Retirement
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Investing
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
Markets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Markets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Markets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
Retirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowMarkets and Economy
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowFamily Legacy
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowMarkets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowRetirement
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowInvesting
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowMarkets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowMarkets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowRetirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
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