Roseman Wealth Advisors

Roseman Wealth Advisors Financial Planning / Wealth Management / Retirement Plan Consulting Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.

Roseman Wealth Advisors is an East Texas financial planning / wealth management firm committed to developing trust-based relationships with clients, providing prudent and practical financial advice, while inspiring people to live abundant lives focused on serving others. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Roseman Wealt

h Advisors is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures


This profile is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. For more information about the financial services industry, please visit:
www.finra.org
www.sipc.org

Our office has been busy, busy, busy! We are so thankful for so much to celebrate over here at Roseman Wealth. Let us kn...
05/20/2026

Our office has been busy, busy, busy! We are so thankful for so much to celebrate over here at Roseman Wealth. Let us know what you have been celebrating!

Happy Mother’s Day from all of us at Roseman Wealth 💐We’re so grateful for a day dedicated to celebrating the incredible...
05/10/2026

Happy Mother’s Day from all of us at Roseman Wealth 💐

We’re so grateful for a day dedicated to celebrating the incredible mothers who shape our lives with strength, love, and wisdom.

A special shoutout to our amazing operations team—Nina, Jessica, and Mary Lynne. We are so lucky to work alongside you and see firsthand the impact you make both in the office and at home. Your dedication, care, and heart do not go unnoticed.

Today, we celebrate all of the women who have made a lasting impact in our lives 🤍

It's BIRTHDAY WEEK around here!🎂🎉🎈🎁Please join us in wishing happy birthday wishes to Abby, Bob, and Alan!
04/29/2026

It's BIRTHDAY WEEK around here!🎂🎉🎈🎁
Please join us in wishing happy birthday wishes to Abby, Bob, and Alan!

Time in the market > timing the market.Missing just a handful of the best days can significantly impact your portfolio’s...
04/28/2026

Time in the market > timing the market.

Missing just a handful of the best days can significantly impact your portfolio’s growth.

We dive deeper into this in the PDF from our latest email—check your inbox to learn more.

Grateful for the beauty, the provision, and the reminder to care for what we’ve been given.Happy Earth Day! ...
04/22/2026

Grateful for the beauty, the provision, and the reminder to care for what we’ve been given.
Happy Earth Day!

Chandler’s birthday = a full office production 🎉🥯Party hats all around (even for Jessica tuning in via Zoom!), bagels on...
04/17/2026

Chandler’s birthday = a full office production 🎉🥯

Party hats all around (even for Jessica tuning in via Zoom!), bagels on deck, and a well-deserved celebration for one of our amazing advisors. We are so blessed to have Chandler in our office! His dedication and care for both our team and our clients are evident in everything he does.

Happy Birthday, Chandler! 🎂

We’re currently experiencing an issue with our office phones, and calls may go straight to voicemail.If you need us, we’...
04/15/2026

We’re currently experiencing an issue with our office phones, and calls may go straight to voicemail.

If you need us, we’re still here!
• Text us at (903) 522-4906 (for clients who are already enrolled in our texting platform)
• Not signed up? Email us and we’ll send you an invite
• Or leave a voicemail—we’ll get back to you as soon as possible

Thank you for your patience while we get this resolved!

Wishing you a joyful and meaningful Easter filled with peace, hope, and encouragement."He is not here; for He is risen, ...
04/05/2026

Wishing you a joyful and meaningful Easter filled with peace, hope, and encouragement.

"He is not here; for He is risen, as He said." Matthew 28:5-7

In observance of Good Friday, our office will be closed.We wish you a peaceful day of reflection and a meaningful Easter...
04/03/2026

In observance of Good Friday, our office will be closed.

We wish you a peaceful day of reflection and a meaningful Easter weekend with those you love.

"But God demonstrates his own love for us in this: While we were still sinners, Christ died for us".
Romans 5:8

We are so excited to participate in the Lunar Launch with our entire office! The countless hours we spent training and g...
04/01/2026

We are so excited to participate in the Lunar Launch with our entire office! The countless hours we spent training and getting measured for our spacesuits are now paying off. We can't wait to blast off into outer space together!

Oh wait, it's April 1st! Just kidding! We will, however, be participating in praying for and cheering on our nation during this exciting time. We invite you to join in as we witness such an extraordinary event.


Can you guess who’s who in this photo? Some of us got an unexpected AI makeover!

Address

3300 South Broadway, Suite 102
Tyler, TX
75701

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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