Difference

Planning
Alpha

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
Transparency

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.

Exceptional
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.