Rose Wealth Advisors is a family office - multi based in Easton, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
At Rose Wealth Advisors we offer full tax planning & preparation, asset protection strategies, estate planning reviews, customized investment strategies, as well as goal-based planning. Financial planning is an ongoing process. We partner with each of our clients to ensure they are making smart financial decisions every step of the way.
Investment types: Joint Venture/Partner, Asset Disposition
Sectors & themes: Fund of Funds, Investment Management, Retirement Planning, Legal & Tax Services, Wealth & Estate Planning, Finance, Traditional Investments (Liquid Assets), Financial Services
Preferred geographies: United States
Location: 101 S 3Rd Street, Ste 205\nEaston\nPennsylvania\n18042\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.