Our Firm

Rottschafer Wealth Solutions specializes in personalized financial services for individuals and businesses.

Mission: Our mission is to develop lifelong relationships based on objectivity, integrity and competent financial planning and asset management. Working closely with you and your other advisers, we can help develop a comprehensive plan or focus on a particular area of concern: retirement planning, wealth preservation, estate planning, and portfolio management. We are an independent financial service firm, and as such offer a wide range of products and services that we use in implementing our client's customized financial plan. Thank you for considering us in your search.

Individuals: You wouldn't build a building without a blueprint, but many people invest their assets without a financial plan. As a CERTIFIED FINANCIAL PLANNER, Dave has experience and training in helping put numbers and a timetable to the dreams you have about retiring someday or sending your children to college. If you are currently retired, Dave can help build a plan to allow you to effectively use your assets during your lifetime and then pass them on to your family with efficiency.

Regardless of your stage of life, a financial plan is a critical tool to help guide you in current and future financial decisions you face. Let us help you create that plan today.

Businesses: Let's face it, as a small business owner there will likely be a time that you want to slow down or exit the business entirely.  We can help!  We work with you and your other advisers to review and implement an exit strategy for voluntary events such as retirement or involuntary events like disability or even death. We have found that the earlier these discussions happen, the more prepared everyone is when the dream becomes a reality. Contact us to begin the discussions today.

Please note: In order to be able to continue providing excellent service, we have a minimum client investible net worth of $250,000.  This policy is subject to change at any time and without advance notice.  Please contact us if you have questions about this policy. Thank you for your understanding.