Rosemeyer Management Group is a Securities and Exchange Commission-licensed Registered Investment Advisor. We are dedicated to providing comprehensive wealth management and strategic …

May 31, 2025 · Rosemeyer Management Group April 2025 Market Snapshot April in Review In April, stock and bond markets experienced one of the most volatile months in recent memory. The month …

James (Jim) Rosemeyer founded Rosemeyer Management Group with a vision to help people retire confidently and live fully. With a career that spans decades, Jim combined business leadership with …

Payton Simon is a partner and the Chief Investment Officer at Rosemeyer Management Group, where he combines detailed investment analysis with thoughtful tax and estate planning strategies.

Tax Planning Effective tax planning can help you keep more of what you earn. At Rosemeyer Management Group, we develop personalized strategies aimed at reducing tax liability and …

Jul 31, 2025 · Patti also celebrated her 11-year anniversary working for Rosemeyer Management Group this past January. She has blessed many around her with her loyalty and devotion. We wish her and …

Request an Introduction Fill out the form and we’ll get in touch to discuss your needs. Phone Number (608) 348-2274 […]

Jacob (Jake) Rosemeyer is a partner and Chief Executive Officer of Rosemeyer Management Group, where he leads with a heart for family and a passion for helping others secure their financial futures.

As a Financial Advisor at Rosemeyer Management Group, he works closely with clients to optimize retirement, tax, and estate planning strategies in ways that bring clarity, confidence, and peace of mind.

Professional Experience Investment Advisor Representative for Rosemeyer Management Group Former Advisor Representative for Harbour Investments, Inc. Former Investment Advisor Representative for …