# Rounds Financial Services - **Website:** - **Primary alias:** `roundsfinancialservices.com` ## Description Rounds Financial Services is a financial services firm based in Pierre, South Dakota, serving investors with varied goals and financial circumstances. Its approach centers on understanding each client’s objectives, risk tolerance, and personal situation before developing and implementing strategies. The firm works with entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals. Its services include wealth management, portfolio construction and risk management, retirement planning, and strategies for building wealth during peak career years. The firm also offers estate strategy and provides resources related to insurance, tax, money, and lifestyle topics. Its process begins with reviewing financial documents and goals, continues with presenting strategies suited to the client’s profile, and includes ongoing support as circumstances and markets change. Rounds Financial Services encourages prospective clients to schedule an initial conversation to discuss their needs and determine whether the practice is a suitable match. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA and SIPC. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/roundsfinancialservices) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idAXICd-LZ/w/600/h/286/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793706565328) - icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idAXICd-LZ/w/480/h/480/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793706565547) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Teak | #aaa05e | accent | | Midnight Blue | #003468 | dark | | Picton Blue | #55acee | light | ## Fonts - Lato — asset _(google)_ - Helvetica Neue — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._