Rottschafer, through his broker-dealer Multi-Financial Securities Corporation, offers a wide range of products and services that are customized to client needs. He specializes in sophisticated planning and wealth management strategies for individuals and their families. With over 17 years of advisory experience, he specializes in helping to protect assets from market volatility, minimizing tax liability and maximizing wealth transfer.
For more information about David Rottschafer and Rottschafer Wealth Solutions, please visit our website at www.rottschaferws.com.
Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Rottschafer Wealth Solutions otherwise unaffiliated with Multi-Financial Securities Corporation.
*The Five Star Wealth Management Award identifies 7% of wealth managers within a local region who score highest in client satisfaction. Each wealth manager must have five years of experience in the financial services industry and receive certification they have been reviewed for regulatory actions, civil and judicial actions, and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com. Recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.
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Rottschafer Wealth Solutions specializes in personalized financial services for individuals and businesses. Our mission is to develop lifelong relationships based on objectivity, integrity and competent financial planning and management.