Rose Capital Advisors

Please click below to read our Q2 2024 Market Commentary & Outlook! #rosecapitaladvisors #financialadvisors #wealthmanagement #marketcommentary #marketoutlook #nyse #nasdaq #stocks #bonds #etfs #financialmarkets #miamibeach #southbeach #Q2 #2024

Cheers to 12 years with Dynasty Financial Partners ! 🥂

Have a happy and safe July 4th holiday! Please note our office will be closed tomorrow and Friday. The markets will be closed today at 1PMET and tomorrow-if you have any time sensitive requests, please let us know today. Also, a big July 4th Happy Birthday to our very own, Mitch Romano!! 🎂🇺🇸🍻 #july4th #independenceday #the4thofjuly #holiday #marketsclosed #happybirthdaymitch #cookouts #gatherings #celebrations #fireworks #cheers #rosecapitaladvisors #financialadvisor #wealthmanagement #miamibeach

We would like to remind you of our office hours and trading hours due to the upcoming holiday. Please note that our office and the financial markets will be closed this Wednesday, June 19th. Juneteenth, now a recent federal holiday, is a celebration of freedom, marking the day when slavery ended in the United States. Our offices will re-open on Thursday, June 20th, with regular business hours. #juneteenth #federalholiday #marketholiday #marketsclosed #wednesdayjune19 #rosecapitaladvisors #financialadvisor #wealthmanagement

Happy Fathers Day!! Enjoy your special day! #happyfathersday #rosecapitaladvisors #wealthmanagement #financialadvisor #cheers #sundayfunday

🎉 We are thrilled to share highlights from the ribbon-cutting ceremony for our new Financial Literacy Classroom at Overtown Youth Center! 🎉 This classroom is now a beacon of hope and education in our community. The event was filled with joy and anticipation as we inaugurated a space dedicated to empowering our youth, parents, and educators with essential financial skills. 📸 Swipe to see moments from the celebration and the enthusiastic faces of our community members as we embark on this transformative journey together. A heartfelt thank you to everyone who joined us and continues to support our mission. Together, we are bridging economic gaps and building a brighter future! #FinancialLiteracy #CommunityEmpowerment #OvertownYouthCenter #RoseCapitalAdvisors #EducationForAll #MotviationMonday #FinancialAdvisor #WealthManagement

🎉 Intern Spotlight: Meet Our Summer Associates! 🌟 At Rose Capital Advisors, we are thrilled to introduce our talented Summer Associates who are joining us for an exciting season of learning and growth. Let’s give a warm welcome to Christophe Vilain and Quinn Meissner! 👏 Christophe Vilain 📚 School: University of Pennsylvania, Wharton School (Class of 2026) 🌍 Hometown: Trinidad & Tobago 🇹🇹 📈 Major: Economics with a concentration in Finance and Business Analytics ⚽️🏏 Interests: Sports analytics, specifically soccer and cricket Christophe brings a passion for data and a keen interest in sports analytics. With his strong background in finance and business analytics, Christophe is ready to dive into the world of wealth management. He’s excited to apply his analytical skills to real-world financial challenges and contribute to our team’s success. Quinn Meissner 📚 School: Bentley University (Class of 2025) 🏡 Hometown: Andover, MA 📈 Major: Economics and Finance 🥍 Interests: Varsity Lacrosse, real estate 🏠 Credentials: In the process of obtaining the Massachusetts Real Estate Salesperson License Quinn is a driven individual with a dual passion for finance and real estate. As a varsity lacrosse player, he knows the value of teamwork and dedication. Quinn is eager to gain hands-on experience in wealth management and explore the intersection of finance and real estate during his time with us. Throughout their internship, Christophe and Quinn will be involved in various tasks that are essential to wealth management, including: 🔍 Conducting market research 📊 Assisting in portfolio management 📈 Analyzing financial data 🗂 Supporting client services You may be hearing from them or working alongside them, so please take a moment to connect and say hello. Let’s make them feel part of the Rose Capital Advisors family! 🤝 Welcome, Christophe and Quinn! We’re excited to have you on board and look forward to a productive summer together. 🚀 #RoseCapitalAdvisors #SummerAssociates #InternshipProgram #WealthManagement #FinancialAdvisor #MiamiBeach #SouthBeach #305

We are delighted to invite you to the ribbon-cutting ceremony for the new Rose Capital Advisors’ Financial Literacy Classroom at the Overtown Youth Center (OYC). This special event marks a significant milestone in our ongoing commitment to empowering our community through education and financial literacy. Please join us for happy hour and light bites! Date: Thursday, June 6, 2024 Time: 5-7pm Location: OYC 450 NW 14th St, Miami, FL 33136 RSVP Only: events@rosecapitaladvisors.com by Tuesday June 4th Our Mission: As part of our dedication to bridging economic gaps in underprivileged areas, Rose Capital Advisors has pledged a 10-year commitment to OYC. This partnership aims to provide crucial financial literacy education, fostering economic empowerment and resilience within our community. Our Focus: Our financial literacy programs will cater to three key cohorts, ensuring comprehensive support for the Overtown Youth Center community: 1. Children/Students of OYC: Our curriculum for students is designed to build a strong foundation in financial principles, equipping them with the knowledge and skills necessary to make informed financial decisions from a young age. Through interactive lessons and practical activities, we aim to inspire a generation of financially savvy individuals. 2. Parents: Recognizing the pivotal role parents play in shaping their children's financial habits, we will offer tailored workshops and resources to help parents manage their finances effectively. By empowering parents, we aim to create a ripple effect, fostering financial stability and growth within families. 3. Faculty/Staff: We are committed to supporting the educators and staff who are instrumental in delivering our programs. Our professional development initiatives will provide faculty with the tools and knowledge they need to help manager their own finances but also effectively teach financial literacy concepts, ensuring that our mission is carried out with excellence and sustainability #RoseCapitalAdvisorsFinancialLiteracyClassroom #RoseCapitalAdvisors #RibbonCuttingCeremony #HappyHour #OvertownYouthCenter #OYC

Have a safe and happy Memorial Day Weekend! We honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their courage and dedication are the foundation of our nation’s strength. Let us take a moment to reflect on their selfless service and express our deepest gratitude. 🇺🇸 Please note the markets are closed in Monday. #MemorialDay #HonorAndRemember #NeverForget #RoseCapitalAdvisors #FinancialAdvisors #WealthManagement #HolidayWeekend #Cheers🍻🍔🌭

🍇🥂 Just wrapped up an incredible time and trip at the Dynasty Financial Partners Annual Summit at the stunning Stanly Ranch, Auberge Resorts Collection in Napa Valley! 🌟 🎤 We were inspired by Michael Hayes, former Commanding Officer of SEAL Team TWO, who shared insights on agile leadership, decision making and teamwork – whether in the battlefield or boardroom 💼 🍷 Highlight: Chatting with Napa legends Michael Mondavi & Robert Mondavi delving into the rich history of Napa and the power of family legacy. 🌳 🍇 Enjoyed some quality time ONEHOPE Wine with our Community, sipping fine wines and competing in a charcuterie board challenge! Which we won!! 🏆🧀 💼 Our agenda was jam-packed with sessions on succession planning, brand strategy, M&A best practices, investments, and more! And of course, a pitstop at other vineyards in the area including Silver Oak for good measure! 🍷 🙌 Huge thanks to our event partners Apollo Global Management, Inc., Charles Schwab, Fidelity Investments, and all the others who made this summit unforgettable! 🌟 🚀 Excited for the infinite possibilities ahead! #RoseCapitalAdvisors #MiamiBeach #DynastySummit24 #NapaValley #PoweredByDynasty #leadership #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #innovation #infinitepossibilities 🚀 #wine #winetasting #cheers