CEO & President
CEO & President
AAMS, Senior Wealth Manager
AAMS, Senior Wealth Manager
Senior Vice President
Senior Vice President
VP, Senior Wealth Manager
VP, Senior Wealth Manager
Assistant Portfolio Manager
Assistant Portfolio Manager
Portfolio Analyst
Portfolio Analyst
Portfolio Analyst
Portfolio Analyst
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Director of Client Experience
Director of Client Experience
Client Service & Operations
Client Service & Operations
Client Service & Operations
Client Service & Operations
Welcome to
You are unique, and so are your financial goals and desires. We believe that to meet your needs we need to be a different kind of wealth management firm; one that puts you at the center of the universe. To accomplish this, we take great care in getting to know your financial situation and use sophisticated tools designed to meet those needs.
While we recognize there are so many investment variables outside of anyone’s control, we believe deeply in putting our clients first and that our strategies will add more value than our cost. If you are not satisfied with Desert Rose Capital Management at any point, for any reason, we will refund the most recent quarterly fee and not charge you going forward until you are satisfied that we have more than earned our fee. Meet with us today and find out why we can be so confident in offering this satisfaction guarantee!
Our solutions are bespoke to meet your known objectives, while maintaining flexibility to meet any challenge the markets, business or life can throw at us.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.
All content, unless otherwise stated, is owned by Desert Rose Capital Management and cannot be used without permission.
© 2023 Desert Rose Capital Management. All Rights Reserved.
No investment is risk free and loss of principal is possible. Our investment strategies may involve risks that may be greater than those associated with traditional investments. You should consider the special risks including potentially speculative investment strategies, borrowing, loans, short selling, leverage and/or derivatives. Past performance is no guarantee of future results. Any historical returns, expected returns, or projections may not reflect actual future performance. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided. Investments in Desert Rose Capital Management’s strategies and products may not be suitable for all investors. Please consult an investment professional for advice regarding your particular circumstance. Investment management services are offered through Desert Rose Capital Management, which is affiliated with Cash Value Lending Corporation and The Stafford Corporation by virtue of common control/ownership.
The content on this website is directed to clients and prospective investors in states where Desert Rose Capital Management Inc. is registered to conduct business or otherwise qualifies for an exemption or exclusion from registration requirements.
Certain links may direct you away from desertrosecapital.com to a site that is unaffiliated with Desert Rose Capital Management. Desert Rose Capital Management has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content.
