Independent, conflict-free, wealth management for business people!  

ABOUT US | Biography

David A. Heitzenroder
dave@rosewoodcapital.com

     Dave Heitzenroder is the founder of Rosewood Capital, specializing in the areas of financial planning, money management, family wealth transfer, and family firm succession. The primary focus of the firm is to help business people find peace of mind, a sense of security, and relative freedom from the complexities of wealth. It serves financial service professionals, business owners and officers, senior managers, and their widows. 

     Prior to Rosewood Capital, Dave was managing partner of Rosewood Capital Partners and vice president of commercial lending with Union National Bank in Pittsburgh. He held several management positions before joining the bank, and he was one of the founders of a consulting and computer systems firm. Dave continues as principal of Rosewood Capital, formerly Rosewood Investment Advisors, a Pennsylvania registered investment advisory firm.

     Originally trained as a Certified Public Accountant (CPA), Dave is a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP), an Accredited Investment Fiduciary (AIF®), and a graduate of the ABA National Commercial Lending School. Dave is listed in Who's Who in America and Who's Who in Finance and Industry

     He is a founder, past board member, and past chairman of the Family Firm Institute-Pittsburgh (Barbara Hollander) Chapter and a founder and former secretary of the Family Firm Institute-Pittsburgh Study Group. 

     He was active in the PICPA-Pittsburgh Chapter as a past member of the Executive Committee, past chairman of the Business, Government and Education Committee, and a recipient of the Distinguished Service Award. 

     Dave is a past business advisory board member of LaunchCyte, LLC, and a member, past board member, and past president of the Association for Corporate Growth. He is a member of the Financial Planning Association, Center for Fiduciary Studies, Investment Management Consultants Association, Estate Planning Council, and the National Tooling and Machining Association.

     He has been a featured speaker at a number of group events, including various CPA, law, and corporate firms, as well as Estate Planning Council and university meetings. Dave is a Penn State graduate, and has taught accounting and finance at the college level. He and his wife live in the Shadyside section of Pittsburgh. His grown daughter lives and works in Atlanta as the managing director of the Atlanta office of a Chicago based money manager.
HOME | ABOUT US | OUR SERVICES | OUR PROCESS | TOOLS & INFO | THE MARKET | ACCOUNT ACCESS | CONTACT US
This communication is strictly intended for individuals residing in the states of
AR,AZ,CA,CO,CT,DE,FL,GA,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MT,NC,NE,NH,NJ,NV,NY,OH,OR,PA,SC,TN,TX,VA,WA,WI,WV,WY.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2004 - 2014