At Symmetry Wealth, we help our clients simplify the complexity of their lives by putting together all the pieces of their financial puzzle.
The value we bring as a firm is what we call “planning alpha.” We go beyond traditional investment planning and focus all the points where your life and wealth intersect.
We promise to become your “complete family office,” applying our experience and expertise to provide integrated planning that is designed to create clarity and confidence in your future.
Our objective is to help you maximize your life with the resources you have.
right now, fulfilling your goals for today
while still successfully planning for tomorrow
Across Generations
Founded by Lisa M. Rossi, CFP®, we are a team of skilled and experienced professionals focused on delivering quality client service.
Learn moreWe bring a full array of services to help our clients achieve their goals – for their portfolio, their family, their business and their legacy.
Learn moreWe offer unbiased advice and are committed to fulfilling our fiduciary duty by serving our clients’ best interests.
Learn more
Across Generations
About
Symmetry Wealth
Founded by Lisa M. Rossi, CFP®, we are a team of skilled and experienced professionals focused on delivering quality client service.
Learn moreCustomized
Solutions
We bring a full array of services to help our clients achieve their goals – for their portfolio, their family, their business and their legacy.
Learn moreWhat Makes
Us Unique
We offer unbiased advice and are committed to fulfilling our fiduciary duty by serving our clients’ best interests.
Learn more
