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One Sarasota Tower, Suite 600
2 North Tamiami Trail, Sarasota, FL 34236
941-954-7696 • 800-427-7216

Our Team's Mission

Our mission is to help build, enhance and preserve the wealth of our clients by providing professional money management, customized wealth management services and strategies and to collaborate as needed with our clients' existing professional advisors and council.

Richard J. Rosnack,
MSFS, CFP®,CIMA®,CLU®
Wealth & Money Manager, Registered Principal, RJFS