Rosewood Wealth Management

Rosewood Wealth Management is a wealth management firm in Durham, NC, dedicated to helping individuals and families achieve long-term financial security through personalized retirement planning, asset management, tax preparation, and comprehensive financial strategy. With a focus on legacy and lifestyle, the firm provides tailored guidance that aligns with clients’ values, goals, and evolving life stages. Serving clients throughout Durham and the surrounding areas, Rosewood Wealth Management has earned a 5.00 rating based on client feedback, reflecting consistent excellence in service and trust.

Rooted in a philosophy that places people before portfolios, the firm was founded by John Stillman, a former radio host whose deep immersion in financial conversations led him to transition into advisory work. Drawing from personal experience and a family legacy of sound financial stewardship, John emphasizes that effective planning begins with understanding the individual. His approach integrates lifestyle planning, income strategy, tax planning, and healthcare considerations to create resilient, adaptable financial roadmaps. Jake Doser, a CFP® and CPWA®, brings a compassionate, client-centered perspective shaped by years of pastoral service, helping clients navigate retirement with clarity and purpose. Together, the team offers a holistic, values-driven approach to financial well-being.

Located in Durham, NC, the firm operates within a community known for its academic and innovation hubs, serving residents who value thoughtful, long-term financial planning. The business is recognized for its thorough, well-documented online presence and a website structured for clarity and accessibility, ensuring clients can easily find the information they need.

Rosewood Wealth Management stands out for its commitment to personalized, enduring financial strategies that go beyond numbers to support clients’ life goals and peace of mind. The firm’s deep expertise, client-focused ethos, and long-term perspective make it a trusted partner in financial success.

In a city where education and progress shape the future, Rosewood Wealth Management helps Durham residents build financial foundations that last, secure, intentional, and deeply personal.

Services:

• Asset Management
• Life Insurance & Medicare
• Retirement Planning
• Tax Preparation & Bookkeeping