Honoring community heroes for MLS All-Star month

Making a difference matters to RBC Wealth Management and our employees. Learn how we’re honoring community change makers with the 2024 MLS All-Star Hometown Heroes Showcase, presented by RBC Wealth Management in collaboration with Major League Soccer and Black Players for Change. 

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Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 123-456-7890, onlinesolutions@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Join me for upcoming seminars and events

I am fortunate to host educational seminars and events for my clients and the community exploring a variety of topics. My events provide an opportunity to expand your knowledge and engage with me as you learn more about a specific topic. Past and upcoming events are posted on my website below. Please contact me for more information regarding a specific seminar or event.

Strategic planning for all stages of life

At the Rosenwald Team, our holistic approach to wealth management comes from knowing that a committed financial advisor works to improve your entire life, not just your finances.  With a core team of knowledgeable and dedicated professionals, a variety of financial and wealth-focused tools, and the resources of RBC behind us, we can bring clarity and confidence to your wealth management goals.

Whether you are accumulating wealth, enjoying your wealth, or are looking to leave a legacy, our team will be by your side through all stages of life. We would love to discuss how we can be of service to you.

A multigenerational wealth management practice

Our mission is to provide proactive guidance that serves your best interests, helping you accumulate, sustain and protect family wealth. We have carefully formed our wealth management team to offer a wide range of experiences and perspectives that will benefit our clients through all stages of life.

Learn more about what makes The Rosenwald Team the right choice for preserving and protecting your legacy.

Best in State
Barrons Top 1200
Forbes Best In State Wealth Advisors
Forbes Top women

Proud to be a national award-winner

The Rosenwald Team has a long-standing tradition of integrity, trust, and responsible stewardship of client assets. These are deeply held values you can always depend on. With that in mind, we are proud to announce the below honors bestowed on our founding partner, Beth C. Rosenwald.

  • Forbes America’s Top Women Wealth Advisor – 2018, 2017
  • Forbes/SHOOK Best-In-State Wealth Advisor – 2018
  • Financial Times Top 400 Financial Advisers – 2017, 2016

Let’s take the next step together

Contact us today to set up a meeting and to learn more about what makes The Rosenwald Team the right choice for you and your family. 

How will you bring your ideas to life?

You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

Test 1 - Micera

Test 2 - Micera

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist