Banking and Wealth Management - Page 13

SPONSORED CONTENT Wealth & Legacy / Wealth Management

From left to right : WILLIAM PYLES
Director of Strategic Planning
309 Taunton Ave . Seekonk , MA 02771
T : 508-557-0363 F : 401-633-7474 roselandwm . com
Managing Principal
Executive Assistant
Aaron Simon started Roseland Wealth Management with Jaime Rheaume and Bill Pyles in 2017 after 19 years in the financial services industry . Aaron ’ s great grandparents founded Roseland Ballroom in New York City in 1919 and his grandfather was a well-known orthopedic surgeon in Rhode Island whose credo was to “ treat the patient , not the disease ”. At Roseland , we use the same approach by emphasizing that each client not only has their own goals and risk tolerance , but also their own expectations of how they want to work with a financial advisor . While asset allocation , diversification , retirement planning and estate planning are all extremely important at Roseland , our most important mission is allowing our clients to feel comfortable and confident about their family ’ s , financial future .
Roseland Wealth Management works with a selective group of families creating tailored strategies for the growth and protection of investments , retirement income planning , and an efficient transfer of assets to future generations . As independent advisors , we have no parent company or product pressures driving our recommendations . We are proud to partner with Commonwealth Financial Network as our broker-dealer , which is also independently owned and managed .
Aaron was raised in Providence and attended Moses Brown and Hamilton College . He and his wife , Kristie , live in Barrington with their two boys , Cameron and Zachary . Jaime lives in Taunton with her husband , Josh , and her son , Shane , and daughter , Kaylee . Bill lives in Hull with his wife , Amelia .
Securities and advisory services offered through Commonwealth Financial Network ® , Member FINRA / SIPC , a Registered Investment Adviser .