What's in a Name?

Our name is deeply rooted in symbolism and rich in history. Simply put, it is who we are, what we do and how we serve our clients. Years of experience afford us the ability to take a common-sense, uniquely client-centric approach to solving problems. So what's in a name?

Early mariners, explorers and pioneers traveled the world according to the eight major winds, eight half-winds, and sixteen quarter-winds. Their maps carried the image of these winds sketched inside a circle, which bore a striking resemblance to a rose. Since then, the flower has come to symbolize the means by which to guide weary travelers along their way. Their primary navigational tool became known as a Compass Rose, and the thirty-two winds were aptly called Rose Winds.

A Rose Line described any line of longitude connecting the northern and southernmost tips of the world. But The Roseline was to these sailors as the prime meridian is to contemporary navigators—a fundamental reference point, the line by which all other lines are measured.

We are The Roseline because we are a constant in your life; you know you can turn to us when you need us, time and again. Our unwavering mission is to be your compass rose, reliably providing direction and guidance through the epic and ever-changing financial voyage of your life. Our measure of success resides simply in providing you with sound, high-quality, objective financial advice that spans every facet of your life, no matter where you are in your journey.

It is easy in today's world to get lost or confused along the way by life's complex financial choices. Although you may not be exploring uncharted seas or discovering new lands, we hope you will do as our ancestors did when in need of help... seek guidance and find direction from The Roseline.