SEC CRD #801-131112
Rochester Wealth Strategies is a fee-only, fiduciary independent registered investment advisor providing retirement planning, investment management, and advanced tax planning services to individuals aged 50+ with over $1 million in assets.
XENIA WOLTMANN
CHIEF COMPLIANCE OFFICER
📞 (248) 434-6550
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AUM
$178M
Location
ROCHESTER, MI
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