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Rose Capital Wealth Management
  • Home
  • About
    • John Thompson
    • Founding Principles
    • About Osaic Wealth, Inc.
  • Who We Serve
    • Pre-Retirees
    • Business Owners
    • HENRY's
  • Our Approach
    • Financial Planning
    • Investment Philosophy
    • Risk Management
    • Legacy Planning
  • Resources
    • Newsletters
    • Life Goals Planning Tool
    • Life Insurance Calculator
    • Disability Insurance Tool
    • Social Security Tool
    • Articles
  • Make an Appointment
  • Contact Us
  • Client Portal
  • More
    • Home
    • About
      • John Thompson
      • Founding Principles
      • About Osaic Wealth, Inc.
    • Who We Serve
      • Pre-Retirees
      • Business Owners
      • HENRY's
    • Our Approach
      • Financial Planning
      • Investment Philosophy
      • Risk Management
      • Legacy Planning
    • Resources
      • Newsletters
      • Life Goals Planning Tool
      • Life Insurance Calculator
      • Disability Insurance Tool
      • Social Security Tool
      • Articles
    • Make an Appointment
    • Contact Us
    • Client Portal
Rose Capital Wealth Management
  • Home
  • About
    • John Thompson
    • Founding Principles
    • About Osaic Wealth, Inc.
  • Who We Serve
    • Pre-Retirees
    • Business Owners
    • HENRY's
  • Our Approach
    • Financial Planning
    • Investment Philosophy
    • Risk Management
    • Legacy Planning
  • Resources
    • Newsletters
    • Life Goals Planning Tool
    • Life Insurance Calculator
    • Disability Insurance Tool
    • Social Security Tool
    • Articles
  • Make an Appointment
  • Contact Us
  • Client Portal

Founding Principles

  • Education - By educating our clients first and foremost, we are able to help guide them through the many complexities of their financial lives and provide them with sophisticated solutions to these complexities in a manner that they understand. Our business is you, and we want you to understand and be comfortable with any investment decision made.
  • Collaboration - In working collaboratively with our clients, we walk step-by-step with them through the decisions and roadblocks that they will experience in their everyday lives. This gives them the confidence to know that any decisions they make have been well thought out and thoroughly discussed.
  • Trust - As trusted fiduciaries, our clients know that we will always put their interests first. We will always describe the plusses/minuses of any investment recommendation, and we work every day to earn our client's trust.


Connect With Us

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Your Financial Planning Journey Starts Here

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Take the first step towards a better way forward in your financial life. Reach out to schedule an initial consultation or if you have general questions. We are happy to assist in any way that we can, and you are never under any obligation.

Rose Capital Wealth Management

610 ELM ST, STE 930, McKinney, TX 75069

T: (903)520-0261 E: admin@rosecapitalwealth.com

Office Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment only

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s) of CA, NC and TX. No offers may be made or accepted from any resident outside the specific states referenced.


Osaic Wealth Form CRS


Copyright © 2023 Rose Capital Wealth Management - All Rights Reserved.

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