Rossby Wealth is an independent wealth management firm serving a select number of families planning for the decades after their working lives. Its approach begins with listening to each client’s priorities, concerns, and circumstances, then builds a retirement framework designed to adapt as markets, tax rules, and family needs change. The firm emphasizes long-term stewardship, clear communication, and direct relationships with its private advisory team.

Rossby Wealth offers retirement income planning that considers withdrawal sequencing, investment risk, taxes, liquidity, and potential health costs. Its services also include written investment policy development and portfolio oversight, estate and legacy coordination with clients’ attorneys and CPAs, and tax-efficient transition planning, including consideration of Roth conversions, asset location, and income timing. The firm states that it seeks experienced investment managers using disciplined approaches and documented processes.

Led by Managing Advisor Andrew J. Evans and Senior Advisor Stephen Florio, the team supports clients through personalized guidance and ongoing planning.