- Sir John Templeton
Rothman Investment Management is a wealth management firm committed to helping our clients to be financially prepared for their future. We offer personalized service and investment expertise to grow and protect our clients’ wealth.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Our mission is to help clients reach their dreams by providing holistic and personalized financial advice.
We provide fee-based portfolio management and comprehensive wealth management services.
With experience and training in individual security analysis, portfolio management, asset allocation, tax and estate planning, and financial planning, we are prepared to meet a wide variety of financial needs for clients.
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