Committed to Your Prosperity

Professionals at The Rosati Group of Wells Fargo Advisors have been entrusted to manage institutional trading desks at some of Wall Street’s largest investment banks and sold securities to some of the largest money managers in the world. We’ve managed large positions and understand how the overall market, as well as security-specific risk, can affect your portfolio. With over 125 years of combined experience in advising clients, trading and investment management, we have the wisdom to help you navigate the market’s ups and downs.

The Rosati Group brings its deep understanding of financial markets and combines it with portfolio management experience. Our team draws upon the vast resources and intellectual capital of a premier financial services firm and provides superior customer service as we advise clients in their pursuit of long-term financial goals.

We understand that every client has different interests and objectives. The Rosati Group provides personalized, goals-based planning and guidance for the many different facets of your financial life. Whether it’s wealth management, investment planning, retirement, insurance or estate planning strategies, our group will develop the optimal strategy for you.