Firm leadership
Meet Jade Rossback
Co-Founder & Wealth Advisor | Investment Adviser Representative
Wealthspan Investment Management
Jade Rossback has more than 25 years of experience in the financial services industry, much of it in executive leadership roles focused on helping financial advisors better plan for and serve their clients.
Over the course of his career, Jade has helped train and support hundreds of financial advisors across the country. In a prior senior leadership role, he was part of a firm that grew from approximately $100 million to $4 billion in client assets under management and was recognized on the Inc. 5000 list of fastest-growing private companies for five consecutive years.
Today, as Co-Founder and Wealth Advisor with Wealthspan Investment Management, Jade works with advisors and clients on financial planning, investment strategy, portfolio management, risk management, and long-term financial decision-making. He also plays an active role in the firm's investment resources and broader advisory platform.
A Broader Perspective
Investment decisions are rarely isolated from the rest of a financial plan. Risk, income needs, liquidity, taxes, time horizon, and family priorities can all influence how a portfolio should be evaluated.
Jade's role is to help connect those considerations so investment decisions remain aligned with the client's broader financial circumstances and objectives.
Jade's approach
Good financial decisions come from understanding the whole picture—not just the investment account.
Clear communication is an important part of the process. Clients should understand what a strategy is designed to accomplish, the risks and trade-offs involved, and how it fits into their broader financial plan.
As circumstances, goals, markets, and financial needs change, investment strategies can be revisited and adjusted when appropriate.
Want to learn more about the Wealthspan team?
Meet the people and resources supporting Rob's client relationships and the broader Wealthspan advisory experience.