Enjoy the Life
You Saved For
We put the numbers on paper, year by year, so you can see what your retirement can actually support.
An independent practice focused on deep, relational planning.
We help coordinate your entire financial footprint to take the worry out of wealth management.
A vibrant, unified team that builds your plan together.
We have eight people on our team across two offices in Lake Ozark, MO and Macomb, IL. The team started together in 2012 and has evolved to help meet the needs of our clients.
We Work with You to Create Your Plan.
We work collaboratively with you to develop the best plan for your goals. The investment decisions are arrived at based on what best suits you and your situation. We work with a wide variety of clients with varying needs and always enjoy developing a deeper relationship with current clients and meeting new people to see how we can help.
Retirement Planning
You can see the finish line and want to cross it without guessing.
We work with you to develop holistic plans for retirement based on your goals.
Retirement Income Planning
We help map which accounts pay you, in what order, and show the year-by-year balance that makes spending feel reasonable.
Investment Management
Portfolios that are tailored to your plan and investment preferences that can be adjusted based on your life and goals rather than the headlines.
Estate and Wealth Transfer Planning
Passing assets on shouldn’t start at the reading of a will.
Structured conversations about beneficiaries, titling, and timing, coordinated with your attorney and tax professional.
Neither Rowland Sullivan Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the advisory disclosure document and discuss with your advisor what may be appropriate for you.
Where your money is held
Our practice is independent and affiliated with &Partners, a dually registered broker-dealer and investment adviser. Your accounts are custodied at National Financial Services LLC (NFS)*, a Fidelity company and one of the industry’s most respected custodians.
&Partners
The platform through which we offer securities and advisory services, with a direct support team behind ours.
Fidelity’s NFS
Custodian for your accounts; statements, safekeeping, and online access run through NFS.
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping.