Experience

Makes all the difference

As a team of knowledgeable, dedicated and trustworthy financial professionals, the Rosica Wealth Management Group offers a full range of comprehensive services focused towards clients and families seeking to build, protect and transfer their wealth. Each member of our group has a clearly defined role that assists us in servicing our clients in the most personal way possible. Financial planning and comprehensive asset allocation drives results and we believe, together, we can drive results to meet your financial and life goals. Developing a customized financial plan for you, will help maintain your desired lifestyle, uncover unmet needs, and assist in the transition of wealth through generations of your family. Our ultimate goal is to help our clients meet theirs.

James Rosica

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

James Rosica

Recognized as an industry leader:

Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

James Rosica

58 South Service Road
Suite 310
Melville, NY 11747

(631) 454-3257

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James Rosica

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.