Important Disclosures
Rosemeyer Management Group (“RMG”) is a Registered Investment Advisor (“RIA”) located in the State of Wisconsin. RMG provides investment advisory and related services to clients nationally. RMG will maintain all applicable registrations and licenses as required by the various states in which it conducts business. RMG renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://www.rosemeyermg.com (“Website”) or any information or services provided by Rosemeyer Management Group (collectively, “RMG,” “we,” “our,” “us”) in connection with the Website. By using the Website, you acknowledge that you have read, understood, and agree to be legally bound by these Terms. If you do not accept these Terms, you are not authorized to use the Website or any related services and should promptly discontinue all use. The terms “you” and “your” refer to you and any entity you represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
RMG reserves the right to change, modify, add, or remove portions of these Terms at any time, for any reason. We recommend reviewing these Terms periodically for updates. Changes will be effective immediately upon posting. Your continued access to the Website after changes have been posted will constitute your acceptance of the modified Terms.
Last updated: August 1, 2025.
Risk Disclosure
Investing involves risk, and different types of investments involve varying degrees of risk. Past performance is not indicative of future results, and there is no guarantee that any specific investment or strategy will be profitable.
Asset allocation may be used to help manage risk and enhance returns but does not guarantee profit or protect against loss. The effectiveness of any asset allocation strategy depends on the performance of its underlying investments.
This Website is intended for general informational purposes only and should not be construed as investment advice. The information provided is intended to help you understand our philosophy and strategies so you can contact us for more details.
Market data, articles, and other content are based on sources believed to be reliable, but RMG does not guarantee their accuracy or completeness.
It is your responsibility to notify RMG in writing if there are any changes in your personal or financial situation or investment objectives. This includes advising us if you would like to impose, add, or modify any reasonable restrictions on our investment advisory services.
RMG will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and a Brochure Supplement for each advisory person working with that client. You may access these documents at the SEC’s website (http://adviserinfo.sec.gov) or request a free copy from us in PDF or hardcopy.
Email Disclosures
RMG communicates with clients and prospective clients through email and other electronic means. We take your privacy and security seriously and make every effort to avoid sending sensitive information via email. RMG cannot guarantee the confidentiality or security of email transmissions. We ask that you do not send private or confidential information via email. If needed, we can provide secure delivery options.
RMG does not accept trading or money movement instructions via email.
As a registered investment advisor, RMG emails may be subject to inspection by our Chief Compliance Officer (“CCO”) or securities regulators. If you receive an email from RMG in error, please notify the sender and delete the message and its contents.
You can review our Privacy Policy or contact us with any questions.
Social Websites
RMG may use third-party websites, including social media platforms, blogs, and other interactive content. We consider all interactions on these platforms to be advertisements under securities regulations, and therefore we generally retain copies of such communications. These records may be reviewed by our CCO or securities regulators.
Information posted on these platforms is for informational or educational purposes only and should not be considered investment advice or a recommendation of any product. Advice is provided only after entering into an advisory agreement with RMG and supplying us with all requested background and account information.
If you have questions regarding our policies, please Contact Us.
Important Disclosure Information
Client testimonials are not representative of all third-party opinions. For additional perspectives on services provided by Rosemeyer Management Group, please seek out other publicly available reviews and information.
Rosemeyer Wealth Management (“RMG”) is an SEC-registered investment adviser located in Platteville, WI. SEC registration does not imply a certain level of skill or training. RMG and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which RMG maintains clients. RMG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
RMG’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of RMG’s website on the Internet should not be construed by any consumer and/or prospective client as RMG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by RMG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of RMG, please contact the SEC or the state securities regulators for those states in which RMG maintains a notice filing. A copy of RMG’s current written disclosure statement discussing RMG’s business operations, services, and fees is available from RMG upon written request.
RMG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to RMG website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by RMG), will be profitable or equal to any historical performance level(s).
Certain portions of RMG’s website (i.e. market snapshots, blog articles, webinars, etc.) may contain a discussion of, and/or provide access to, RMG (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from RMG, or from any other investment professional.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if RMG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of RMG by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Each client and prospective client agrees, as a condition precedent to his/her/its access to RMG’s website, to release and hold harmless RMG, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from RMG.
RMG is not affiliated with Facebook, Twitter, LinkedIn, Google+, YouTube or other social media websites and we have no control over how third-party sites use the information you share. Please remember that you should never communicate any personal or account information through social media and it is important to familiarize yourself with their respective privacy and security policies.