Aaron's grandfather, Stanley Simon, was an orthopedic surgeon who relocated to Providence after serving in the Navy during World War II. He was well known throughout the area for his commitment to health care, coining the phrase, "treat the patient, not the disease."
At Roseland Wealth Management, we try to use this mantra for client service. We recognize that all of our clients have unique situations. We also realize that our clients all have specific ways in which they choose to work with us. We try to create solutions based on a flexible, individualized strategy for each client. Through a personal approach that emphasizes goal setting, risk tolerance, value-based asset allocation, and generational planning, Roseland will always work in your best interest with zero attention to Wall Street influences.