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Rounthwaite Wealth Management

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manage the changing face of life

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your success is our only mission

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  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We work for you and we want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will then meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

Who We Are

  • Our Team
  • Our Philosophy
  • Our Process

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The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either David & Will Rounthwaite and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, and other related financial services are provided by David & Will Rounthwaite as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

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