Business Details
Your Trusted Partner for Financial Planning Solutions
Founded on principles of financial stewardship and personalized service, Rosewood Wealth Management helps clients build secure financial futures. Our approach combines decades of industry experience with a deep understanding of individual client needs, focusing on retirement planning, asset management, and legacy strategies. We prioritize transparent communication and long-term partnerships, guided by the values of integrity and client-centric service. Our team leverages specialized expertise in tax planning, healthcare strategies, and wealth preservation to deliver tailored solutions.With a commitment to education and proactive guidance, we empower clients to navigate complex financial decisions with confidence. Rooted in the legacy of two generations of prudent financial management, we strive to help families achieve their unique visions of financial security. Our services are designed to adapt to evolving life circumstances, ensuring sustained relevance and value for clients at every stage of their journey.
Services
Retirement Planning
Asset Management
Tax Preparation
Bookkeeping Services
Legacy Planning
Highlights and features
- We offer personalized financial strategies tailored to individual life goals
- Our team has over 20 years of experience in financial planning services
- We provide clear, step-by-step retirement planning methodologies
- Our founder combines radio communication expertise with financial advisory skills
- We specialize in creating tax-efficient wealth preservation strategies
Associations and certifications
- Registered Investment Adviser
Services
Retirement Planning
Personalized retirement strategies focusing on lifestyle planning, income management, and tax efficiency. We help clients create comprehensive plans that adapt to changing life circumstances while maintaining financial security. Our approach combines investment management with healthcare and legacy planning to ensure holistic preparedness.
Asset Management
Customized investment strategies designed to grow and preserve wealth across market cycles. Our approach emphasizes risk management, diversification, and long-term growth while aligning with individual financial goals. We provide ongoing portfolio monitoring and adjustments to maintain strategic alignment with client objectives.
Tax Preparation
Comprehensive tax preparation and planning services that optimize filing strategies while ensuring compliance. We focus on minimizing tax liabilities through proactive planning and strategic implementation of available deductions and credits. Our services include year-round tax advisory support for individuals and small businesses.
Legacy Planning
Specialized services for creating tax-efficient wealth transfer plans that preserve family assets. We help clients develop strategies for passing wealth to beneficiaries while minimizing estate taxes and administrative burdens. Our approach includes coordination with legal and tax professionals to ensure comprehensive implementation.
Bookkeeping Services
Professional bookkeeping solutions that maintain accurate financial records and support business decision-making. Our services include transaction categorization, financial statement preparation, and payroll processing. We help clients maintain organized financial records to support tax compliance and business growth.
People
John Stillman
Founder
John Stillman transitioned from radio broadcasting to financial advisory after discovering his aptitude for wealth management. Combining communication skills with financial expertise, he founded Rosewood Wealth Management to help clients achieve their financial goals. His approach reflects lessons learned from two generations of family financial stewards.
Questions
What financial planning services do you specialize in?
We specialize in retirement planning, asset management, tax preparation, bookkeeping, and legacy planning services tailored to individual client needs.
How do you approach retirement planning?
Our approach combines lifestyle planning, income management, tax optimization, and healthcare strategies to create comprehensive, adaptable retirement plans aligned with personal goals.
What areas do you serve?
While based in Durham, NC, we serve clients nationwide through virtual consultations and personalized financial planning services.
How are your services different from other advisors?
We combine personalized strategies with transparent communication, focusing on long-term relationships rather than transactional interactions. Our approach emphasizes education and client empowerment.
What experience does your team have?
Our founder has over 20 years of experience in financial services, combining radio communication expertise with investment advisory credentials to provide unique client insights.
