Purpose and Conviction
Purpose and Conviction
Purpose and Conviction
We don’t just follow trends—we build strategies rooted in purpose and backed by decades of proven results. Our conviction lies in delivering higher risk-adjusted returns through a disciplined, fiduciarily sound approach.
We believe in transparency, integrity, and a commitment to your long-term success.
Our Process
Purpose and Conviction
Purpose and Conviction
Our proven, quantitative methodology is designed to deliver higher risk-adjusted returns by strategically aligning your portfolio with market opportunities—while minimizing unnecessary risks.
Tailored to our Client
Purpose and Conviction
Tailored to our Client
Our methodology is designed to adapt to your unique goals, risk tolerance, and financial circumstances. Whether you’re an individual, a family office, or an institution, our process is customized to deliver the results you need—without unnecessary complexity.
Meet the Team
Rowe Consulting Group
Rowe Consulting Group
Rowe Consulting Group
Rowe Consulting Group was founded with a vision to support businesses in overcoming challenges. Our journey has been marked by a commitment to deliver exceptional consulting services.
Robert B. Rowe Jr.
Rowe Consulting Group
Rowe Consulting Group
Bob is a Certified Investment Management Analyst® (CIMA®) and a Global Financial Steward (GFS®). He also holds a Retire Mastery Consultant (RMC) designation. Bob has spent more than 38 years in the financial services industry and the past 30 years concentrating on providing investment consulting services and investment strategy to mid-m
Bob is a Certified Investment Management Analyst® (CIMA®) and a Global Financial Steward (GFS®). He also holds a Retire Mastery Consultant (RMC) designation. Bob has spent more than 38 years in the financial services industry and the past 30 years concentrating on providing investment consulting services and investment strategy to mid-market and institutional retirement plans, foundations, and high net worth families.
David Strnad
Rowe Consulting Group
David Strnad
David is a Certified Investment Management Analyst (CIMA) from Wharton, specializing in developing new business lines, fundraising for startups and hedge funds, and advising high-net-worth clients on estate planning and special needs. Previously, he served as a Senior Financial Advisor at Wells Fargo Advisors and Morgan Stanley, building
David is a Certified Investment Management Analyst (CIMA) from Wharton, specializing in developing new business lines, fundraising for startups and hedge funds, and advising high-net-worth clients on estate planning and special needs. Previously, he served as a Senior Financial Advisor at Wells Fargo Advisors and Morgan Stanley, building expertise in investment planning and client relationships. A U.S. Army veteran, he commanded a Medical Company and Rapid Response Medevac team, gaining valuable skills in logistics and crisis management.