Payton and the staff at Rosemeyer Management Group have been outstanding to work with. We were unhappy with our prior firm and made the move to Rosemeyer Management and we are so glad we did. Payton explains everything in simple terms we can understand and is always responsive to any questions and concerns we may have. We are so confident in their services that we drive over an hour to meet with Payton on a yearly basis! We highly recommend Rosemeyer Management Group to anyone that asks!
Amy Nelson
Aug 2025
We highly recommend RMG for retirement financial planning. Payton and other staff members have done an excellent job of transferring our 401k's to IRA's, and then managing them and our other accounts to maximize tax efficiency and provide the retirement income we need. They address all the moving parts of our retirement finances, including Social Security, pensions, and health insurance, and provide detailed projections and updates. They are very approachable, attentive, and responsive.
Robyn Vuillermoz
Aug 2025
I have been working with Kaley at RMG for about 5 years and feel very confident that I'm on track to retirement. Kaley meets with me annually (and in between if needed) to revise my plan. I feel confident about my future and would highly recommend.
Sarah Kintzle
Jul 2025
We highly recommend Rosemeyer Management Group! We switched a few years ago and wish we would have sooner. Advisors and staff always go above and beyond to answer questions or assist with anything and everything we need! RMG explains our investment info in laymen terms so we understand and are willing to answer any and all questions. We feel that they truly have our best interests in mind! We cannot recommend RMG enough!!
Nancy Zingsheim
Jul 2025
I met Payton when I attended a retirement/investment class that he was conducting. His gentle demeanor and ability to explain difficult topics in a simple manner made financial planning easy to understand. After discussing what I had learned with my husband, we decided to allow Payton to perform a detailed review of our portfolio. Our goal was to consolidate and simplify our holdings moving toward retirement and allow my husband to take a break from 12 years of daily portfolio management. Payton and Kaley presented our summary and offered several investment and tax saving options we had never considered. They are incredibly knowledgeable in their fields and always have our best interest in mind. It has been fun and beneficial to work side by side with Payton through our transition and we greatly appreciate everything that he and Kaley are doing to help our portfolio grow.
Gary Dura
Jul 2025
Rosemeyer Management Group has provided services to us for several years.
Of course, staff members are knowledgeable in financial planning, investment portfolio management, estate organization and tax planning.
More importantly is how the staff members do this. Everything is explained in terms that are understandable. They don’t talk down to customers or try to sway them in a certain direction. And, all questions are answered completely and professionally.
They work with the customers’ needs and attitudes toward money to put customers in the best financial position as possible. They respect the views of their customers. They will tell the good and the bad - for all parties involved in the process. That way, everyone knows how the plan could work out.
Finally, they are fiduciaries, so they legally have to do what is in the best interest of the clients.
All in all, they are good people to work with, as you always feel like you are the most important client.
Jeff Russell
Jul 2025
Very professional, easy to work with while understanding my retirement needs and goals. They are return driven while preserving my capital positions. I can discuss my investment ideas and learn from their ideas and history of investing. The local access is another plus for us as well.
Sherry Grutz
Jul 2025
More than a decade ago, we had a small investment, looking for a place to park some funds and watch it grow. After meeting with Andrew, he introduced us to steadily investing money, alongside with what we were already investing in our job's 401K plans. What started off as a small investment, turned into us steadily investing monthly into Roth IRAs for my husband and I. Every year we met with Andrew, he showed us how we could better project our income to invest more each year, guiding us to the maximum yearly investment. Andrew has helped us with our whole financial well being. He has explained everything from TOD house deeds, to helping my husband with pension plan decisions. We have financial security with Rosemeyers Wealth Management team diligent investment guidance. We are extremely happy with the Rosemeyer team and would not hesitate to recommend them to anyone. Sherry G.
Troy Brick-Margelofsky
Jul 2025
Rosemeyer Management Group has been an outstanding partner in helping me navigate my financial journey. From the beginning, they focused on building a strong relationship, truly taking the time to understand my individual goals and concerns. Their team is not only highly knowledgeable but also approachable and responsive. I especially value the trust I’ve developed with them over time—it's clear they always have my best interests at heart. Their consistent communication and thoughtful advice have made a lasting impact. Thanks to Rosemeyer, I feel more confident and secure in my financial decisions.
Sheila Zasada
Jul 2025
We are thrilled with the progress Rosemeyer has made for us. We received a card in the mail for a retirement seminar. After attending the seminar our heads were spinning from all the information we were given. We decided we absolutely had to meet with Payton to go over all our finances. Payton really opened our eyes. He showed us ways to make more of our investments by rearranging a few of our accounts. We couldn't be happier with the financial progress we made. We have been meeting with Payton yearly and to go over everything and he has been helping us to decide when are is a good time to make necessary home repairs and has been helping us plan the best time for my husband to retire. We learned that our old investors were in it to make money off of us and learned that Payton doesn't make money unless we make money. Payton told us his goal is to ensure that we can maintain our current lifestyle until age 100! That is so important to us. We had the fear we could no longer buy things or travel. Thanks so much Payton for all you do for our family!!
Rhonda Ederer
Payton and the staff at Rosemeyer Management Group have been outstanding to work with. We were unhappy with our prior firm and made the move to Rosemeyer Management and we are so glad we did. Payton explains everything in simple terms we can understand and is always responsive to any questions and concerns we may have. We are so confident in their services that we drive over an hour to meet with Payton on a yearly basis! We highly recommend Rosemeyer Management Group to anyone that asks!
Amy Nelson
We highly recommend RMG for retirement financial planning. Payton and other staff members have done an excellent job of transferring our 401k's to IRA's, and then managing them and our other accounts to maximize tax efficiency and provide the retirement income we need. They address all the moving parts of our retirement finances, including Social Security, pensions, and health insurance, and provide detailed projections and updates. They are very approachable, attentive, and responsive.
Robyn Vuillermoz
I have been working with Kaley at RMG for about 5 years and feel very confident that I'm on track to retirement. Kaley meets with me annually (and in between if needed) to revise my plan. I feel confident about my future and would highly recommend.
Sarah Kintzle
We highly recommend Rosemeyer Management Group! We switched a few years ago and wish we would have sooner. Advisors and staff always go above and beyond to answer questions or assist with anything and everything we need! RMG explains our investment info in laymen terms so we understand and are willing to answer any and all questions. We feel that they truly have our best interests in mind! We cannot recommend RMG enough!!
Nancy Zingsheim
I met Payton when I attended a retirement/investment class that he was conducting. His gentle demeanor and ability to explain difficult topics in a simple manner made financial planning easy to understand. After discussing what I had learned with my husband, we decided to allow Payton to perform a detailed review of our portfolio. Our goal was to consolidate and simplify our holdings moving toward retirement and allow my husband to take a break from 12 years of daily portfolio management. Payton and Kaley presented our summary and offered several investment and tax saving options we had never considered. They are incredibly knowledgeable in their fields and always have our best interest in mind. It has been fun and beneficial to work side by side with Payton through our transition and we greatly appreciate everything that he and Kaley are doing to help our portfolio grow.
Gary Dura
Rosemeyer Management Group has provided services to us for several years.
Of course, staff members are knowledgeable in financial planning, investment portfolio management, estate organization and tax planning.
More importantly is how the staff members do this. Everything is explained in terms that are understandable. They don’t talk down to customers or try to sway them in a certain direction. And, all questions are answered completely and professionally.
They work with the customers’ needs and attitudes toward money to put customers in the best financial position as possible. They respect the views of their customers. They will tell the good and the bad - for all parties involved in the process. That way, everyone knows how the plan could work out.
Finally, they are fiduciaries, so they legally have to do what is in the best interest of the clients.
All in all, they are good people to work with, as you always feel like you are the most important client.
Jeff Russell
Very professional, easy to work with while understanding my retirement needs and goals. They are return driven while preserving my capital positions. I can discuss my investment ideas and learn from their ideas and history of investing. The local access is another plus for us as well.
Sherry Grutz
More than a decade ago, we had a small investment, looking for a place to park some funds and watch it grow. After meeting with Andrew, he introduced us to steadily investing money, alongside with what we were already investing in our job's 401K plans. What started off as a small investment, turned into us steadily investing monthly into Roth IRAs for my husband and I. Every year we met with Andrew, he showed us how we could better project our income to invest more each year, guiding us to the maximum yearly investment.
Andrew has helped us with our whole financial well being. He has explained everything from TOD house deeds, to helping my husband with pension plan decisions.
We have financial security with Rosemeyers Wealth Management team diligent investment guidance. We are extremely happy with the Rosemeyer team and would not hesitate to recommend them to anyone.
Sherry G.
Troy Brick-Margelofsky
Rosemeyer Management Group has been an outstanding partner in helping me navigate my financial journey. From the beginning, they focused on building a strong relationship, truly taking the time to understand my individual goals and concerns. Their team is not only highly knowledgeable but also approachable and responsive. I especially value the trust I’ve developed with them over time—it's clear they always have my best interests at heart. Their consistent communication and thoughtful advice have made a lasting impact. Thanks to Rosemeyer, I feel more confident and secure in my financial decisions.
Sheila Zasada
We are thrilled with the progress Rosemeyer has made for us. We received a card in the mail for a retirement seminar. After attending the seminar our heads were spinning from all the information we were given. We decided we absolutely had to meet with Payton to go over all our finances. Payton really opened our eyes. He showed us ways to make more of our investments by rearranging a few of our accounts. We couldn't be happier with the financial progress we made. We have been meeting with Payton yearly and to go over everything and he has been helping us to decide when are is a good time to make necessary home repairs and has been helping us plan the best time for my husband to retire. We learned that our old investors were in it to make money off of us and learned that Payton doesn't make money unless we make money. Payton told us his goal is to ensure that we can maintain our current lifestyle until age 100! That is so important to us. We had the fear we could no longer buy things or travel. Thanks so much Payton for all you do for our family!!