Roseate Group of Wells Fargo Advisors is adding another CPA to their team.
Roseate Group is a Charleston-based investment planning firm working with high-net-worth families, entrepreneurs, and retirees nationwide. Led by advisors Robert Vingi, Wendy Brewer, David McCallum, and Aaron Barber, the 12-person team oversees more than $3.5 billion in client assets as of January 1, 2026. In November, Roseate Group was recognized on the *Forbes 2025 Top Wealth Management Teams: Private Wealth ranking. Of more than 10,000 nominations, they were one of 100 teams to make the list and the only one from the Carolinas.
*Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams Private Wealth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Apply Here