Our Customized Approach

Our Team
Our Team
Our Team
Our Firm
Our Firm
Our Firm

We meet with you to understand your situation and evaluate how we can help

We determine your risk profile and return objective by analyzing where you are in life and by having you fill out our client questionnaire

Using your risk and return objectives, our team works to build a proposal that details how to allocate your investment portfolio to best meet your risk and return objectives

We present you with the proposed portfolio, discuss any necessary changes, and finalize the process.

Once a client, we will re-evaluate your portfolio on an ongoing basis. Our goals are your goals. We are here to launch you towards your financial future.

Rocket Capital Management, LLC 

A REGISTERED INVESTMENT ADVISOR

319 Barry Avenue South, Suite 210

Wayzata, Minnesota  55391

 

 

Phone:      (952) 476-1062

Fax:           (952) 404-5079

Toll Free:  (877) 264-3615

E-mail:       bscheibe@rocketcapital.com