Plan. Invest. Manage.Win.

"Our Relentless Pursuit to Manage Your Wealth Better.

Learn More About Our Family of Companies

Financial Planning for life's Transitions, Helping You Plan for What's Next.

Simplified Property Management for Investors.

Wealth Optimized Approach to Investment Real Estate

About us

Our mission

We’re on a mission to simplify asset management for our clients and improve investment outcomes by offering an holistic approach to wealth management.

VISION AND VALUES

TO REVOLUTIONIZE INVESTING BY CREATING A DEMAND FOR CENTRALIZED ASSET MANAGEMENT.​

Always hungry

It is fun to win. Adapt or die. Avoid the disease of victory. Overcome everything in your path.

we don't know 'no'

Make it Right. Make it Special. Make it Happen. Don’t look for the ‘sweatless’ solution. Focus on what we can do.

team first

Everyone leads. Put the team above your ego. It is ALWAYS about the mission.

be approachable

Check your ego daily. Be humble, or get humbled. Be the best part of our customer’s day. It is really about human connection.

own it

No excuses. No one else to blame. Give 100% in EVERYTHING that you do. Preemptive ownership.

The Rozell Group

Industry leaders You Can Trust

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Assets under management
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Real estate assets under management
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Happy Clients

Helping You Plan for What's Next

Financial planning for life’s transitions​

Rozell Wealth Management provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business.

Simplified Property Management for Investors.

Real Property Management

At Real Property Management Bakersfield we will help you protect your investment, provide professional service, minimize your costs, and maximize your income—without interrupting your daily life.

We provide professional, trustworthy property management services, from tenant screening to leasing to maintenance to evictions. Whether you are an investor with several rental homes or an unintentional landlord, we have your solution.

Wealth Optimized Approach

to investment real estate

Our team has the local expertise you need with a boutique client experience. We work with serial investors using the latest technology and a wealth optimized approach to maximize ROI.

Wealth Optimized Approach

to investment real estate

Our team has the local expertise you need with a boutique client experience. We work with serial investors using the latest technology and a wealth optimized approach to maximize ROI.

Latest Blog

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Contact Us

To get in touch with one of our experienced team members; fill out the form below. We look forward to working with you!

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