Unbiased advice

As registered investment advisors, the Symmetry Wealth team is differentiated first and foremost by our ability to deliver unbiased advice. We are free of the conflicts of interest associated with large financial institutions, including banks and brokerages. We are fee‑based only, and do not earn commissions on any products we may recommend.


We help create and deliver "planning alpha" – a value-added experience where we focus on every point of your life that intersects with – and is impacted by – wealth.

Serving Your
Best Interests

We have direct access to the full financial and investment marketplace, allowing us to make smart recommendations from among a wide array of products and services. So we’re well-positioned to identify and select those that would help serve your best interests, fulfilling our fiduciary duty to you.

Commitment To

Along with the decades of cumulative experience of our team, our founder Lisa M. Rossi has been a CERTIFIED FINANCIAL PLANNER™ professional for more than 15 years. This advanced training designates Lisa among a select group of advisors and underscores her commitment to transparency.

Client Experience

Unlike other financial services providers, the team at Symmetry Wealth is truly focused on creating an exceptional client experience, year-round, as we surround you with care and attention. That begins with our welcome process, in which we listen carefully to learn about your ambitions for your wealth. And it continues with our constant communication as we walk you through our integrated planning process and monitor your progress on a regular basis.

Because we look to serve you as a complete family office, we invite you to discuss every financial decision or event that might impact your life. We work tirelessly to prepare you for continued success.


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