Firm leadership
Meet Jade Rossback
Co-Founder & Managing Partner
Wealth Advisor | Investment Adviser Representative
Wealthspan Investment Management
Jade Rossback has more than 25 years of experience in the financial services industry, including senior leadership roles focused on supporting financial advisors and helping them better serve their clients.
In a prior senior leadership role, Jade was a member of the leadership team at a firm that grew from approximately $100 million to $4 billion in assets under management. During that period, the firm appeared on the Inc. 5000 list for five consecutive years.
Today, as Co-Founder, Managing Partner and Wealth Advisor with Wealthspan Investment Management, Jade co-leads the firm while working with advisors and clients on financial planning, investment strategy, portfolio management, risk management, and long-term financial decision-making. He also contributes to 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.
Investment expertise. Personal guidance.
Jade brings additional investment perspective and experience to the Wealthspan team. To discuss how our resources can support your financial goals, connect with Rob.