financial planning and investment management

Stepp & Rothwell provides comprehensive wealth and investment management services as a fee-only practice to individuals and families who want professional assistance with their financial affairs. If you are asking questions like,

  • “Is it too early for me to be thinking about retirement?”
  • “Have I saved enough for retirement?”
  • “Does it make sense to begin giving gifts of wealth to my children now or later?”
  • “Do I need a long-term care policy?”

then you are a potential client of Stepp & Rothwell. If you are successfully accumulating wealth at an above average rate or you have a net worth of $1 million or more, then you will want to learn more about how Stepp & Rothwell can help you plan for an enjoyable future free of financial worry.

We also provide portfolio design and management to non-profit institutions, retirement plans, trusts and family foundations.


  • Nearing retirement
  • In retirement
  • Inheriting wealth
  • Accumulating wealth
  • Professionals
  • Corporate executives
  • Business owners
  • Special services to non-profits,
    retirement plans, trusts and
    family foundations

Our clients aren’t conspicuously wealthy - they’re conspicuously happy.