RoseCap Financial Advisors of Clifton

RoseCap Financial Advisors of Clifton is a wealth management firm in Clifton, CO, located at 200 Grand Ave #205. It holds a 5.00 rating based on 1 reviews.

The firm provides portfolio management, financial planning, tax planning, retirement plans, accounting, and tax preparation services. It operates as an independent, fee-only registered investment advisor founded on March 8, 2011, by Matthew Rosenberg. The firm’s approach is goal-based, focusing on identifying and prioritizing financial objectives to create custom investment strategies. As a CPA-owned firm, its portfolio management processes emphasize tax efficiency, minimizing taxes, minimizing fees, managing risk, and maintaining appropriate asset allocation. The firm performs portfolio management services in-house to avoid the layering of fees associated with outsourcing to active mutual funds, sub-advisors, or separately managed accounts. This model allows for direct access to the portfolio manager and better control over asset allocation and tax efficiency. The firm avoids selling high-commission products such as life insurance and annuities.

The team includes Matthew H. Rosenberg, CFA, CPA/PFS; Ethan H. Corman, CFA, CAIA; Autumn Schultz, Managing Director/CCO; Heather Holtzinger, CFP; Sarah Graff, Financial Advisor; Calley Washington, Financial Analyst; Chelsea Faber, Administrative Assistant; and Madi Ingraham, Power Platform Developer. RoseCap Investment Advisors is a registered investment advisor with the SEC.

The firm is recognized for its positive rating from customers who have reviewed it.

RoseCap Financial Advisors of Clifton delivers objective, fee-only wealth management services to clients in Clifton, CO.

The firm sits on Grand Avenue in Clifton, Colorado, near the Clifton Community Center and Church, which is about a tenth of a mile away. It is also close to F Road, a main road, and the Clifton Post Office, both roughly a tenth of a mile from the office.

BizScoreAI awards the business a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages so AI assistants can quote it directly. The business also receives a Performance score of 92 out of 100, reflecting how quickly the site loads to keep visitors engaged and help with search engine rankings.