As a Relationship Manager at Legacy Wealth Management, Chase Rosché is a key point of contact for clients, managing their ongoing needs and facilitating a seamless, responsive experience. With a background in advising, client services, and paraplanning, Chase specializes in portfolio structure, investment education, and clear communication. He holds the Accredited Portfolio Management Advisor℠ (APMA®) designation, earned his bachelor’s degree in Financial Planning from the University of Wisconsin–Whitewater, and brings five years of professional financial industry experience to his role.
Chase is adept at building and fostering client relationships. He truly enjoys learning about his clients’ goals and values, identifying whatever roadblocks may arise in their finances and investments, and ultimately guiding them toward informed decisions that fit their lifestyles.
