Advisor photo for Lisa Rosenau

Lisa Rosenau

Associate Financial Advisor

Adage Advisory

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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About Ameriprise

For 130 years, Ameriprise has been committed to putting clients’ needs first.
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How I work

I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.

Contact me for a complimentary initial consultation to discuss your financial goals

Now Playing

Why an independent Federal Reserve matters

Why an independent Federal Reserve matters

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets. (3:34)

February 11, 2026

What new Fed leadership means for markets February 13, 2026

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View more markets and economic insights

At Adage Advisory, our name reflects timeless wisdom and practical guidance—principles that have shaped our approach to financial planning for decades. Just as an adage conveys enduring truth, we strive to provide advice that stands the test of time.

We bring together a team with broad experience and diverse perspectives. Our practice is built on collaboration, integrity, and a commitment to helping clients achieve their goals with confidence.

Learn more about my team

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:32)

What are your college savings options?

What are your college savings options?

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:49)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

Lisa Rosenau may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0I46347