Based in Fresno, California, Roush Investment Group is a Registered Investment Adviser (RIA) firm. We are an independent, premier wealth management firm, and our advisors provide advice and services, through a fiduciary standard, that are tailored to:
- Business Owners and Executives and their families (multi-generational planning)
- Business Retirement Plans (401(k), profit sharing, pensions, etc...)
- Young Professionals and Developing Entrepreneurs
Most advisors today simply transfer your account, invest it in an asset allocation portfolio, and deem it wealth management. They measure success by beating a benchmark. This means if a benchmark returned (-35%) and your portfolio returned (-34%), it's measured as a success. We measure success by helping you get what you want out of life. As a trusted advisor, we provide our clients a complete wealth management service. This includes providing advice and solutions on taxation, estate planning, expense planning, insurance and more. Many of these fields involve collaboration with your professional network of advisors which we embrace wholeheartedly and encourage.
We advocate wealth management by defining it as:
Wealth Management = asset management + financial planning + collaboration
We invite you to meet with us to learn more about wealth management delivered through its purest form by an RIA and fiduciary standard.