Welcome to Rosewood Capital

     Hi! I'm Dave Heitzenroder.


     We help business people in their search for peace of mind, a sense of security, and relative freedom from the complexities of wealth. 

     As an independent financial professional, I have the freedom to provide diverse guidance and insight to my clients. In looking to guard the interests of my clients in up and down markets, one thing is absolutely clear—each person's situation is different. 

     My approach is to pursue an in-depth understanding of your situation and the personal values you hold. This simple yet intimate approach has helped me guide my clients toward their goals and has produced many rewarding relationships along the way.

     It has been especially valuable for managing money-in-motion, such as proceeds from the sale of a business or piece of real estate, an inheritance, 401(k)/profit-sharing/IRA rollovers, or general unhappiness over your present investment program. In essence—the big, scary, financial moments in life!

*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation.  The award is not indicative of the wealth manager's future performance.