OUR STORY
The Inspiration
RoseCrete derives its name from the metaphor of the rose that grew from concrete. Like the rose, our clients have endured adversity to reach their degrees of success. By blazing a path for themselves, our clients are entrepreneurial by nature. Business owners and entrepreneur know the demands that starting and growing a business has on an individual, team, and family. Yet, our clients succeed!
As a black-owned wealth management firm based in Nashville, Tennessee, we understand the challenges business owners face, and we are strategically positioned to help them reach their goals.
Since 2018, RoseCrete has served to highlight and celebrate these amazing accomplishments. Our clients have worked extremely hard for what they've earned and we want to assist them in managing their wealth in hopes of preserving as much as possible to pass down for generations to come.
Far greater than just words on a page, we have a commitment to enhancing diversity, equity and inclusion in the industry of financial services and in our client base by our service to historically underestimated communities. This commitment has allowed us to see transformative growth in communities that have largely been excluded from the conversation of wealth management for decades.
"We can not solve our problems with the same level of thinking that created them."
Albert Einstein
Beyond Us.
As a company, we think beyond us. We demonstrate this belief through our commitment to acting in the best interest of our clients at all times. We extend this value to our local community as well. RoseCrete is committed to giving time and and financial support to organizations that share our vision.
Beyond Today.
We are forward-thinkers and innovators. We test the status quo and make sacrifices today so that we can have a better tomorrow. Understanding that our current circumstances do not define us, we attempt to better ourselves each and every day.
We challenge our clients to adopt these values as they are important to our mission.
By thinking beyond us and beyond today, we position ourselves for a brighter future.
Our Mission
RoseCrete seeks to help our clients think beyond themselves and beyond their present circumstances. Our mission is to educate and inspire our clients to take control of their financial affairs through suitable and objective strategies without compromising our integrity.
We aim to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We challenge our clients to adopt these values as they are important to our mission.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our Process
We create strategies that are tailored to your needs and goals.
The process begins with learning more about your personal situation.
Then we work to identify your dreams and goals
Finally, we gain an understanding of your tolerance for risk in order to propose and implement a suitable strategy for you while continually monitoring your progress as you work toward your goals.
We challenge our clients to adopt these values as they are important to our mission.
Our first priority is helping you take care of yourself and your family.
Our History
Our business is built on a foundation of thoughtful client relationships.
Years of experience have prepared us to guide you through your life transitions.
From planning for the birth of your first born to helping you develop an estate plan for after you pass, we can help.
Life gets complicated. We know complicated. Allow us to help you through all of life's ups and downs.