Strategic planning for all stages of life


The Rosenwald Team is a multigenerational wealth management practice

Our holistic approach to wealth management planning encompasses all family affairs bringing together a variety of financial and wealth focused tools to help you preserve and protect your family’s assets and your legacy.

Our mission is to provide proactive guidance while serving our clients’ best interests in order to sustain and enhance family wealth.


Beth C. Rosenwald named one of America’s Top Women Wealth Advisors

At The Rosenwald Team, we are very proud that Financial Advisor Beth C. Rosenwald, was named one of America’s Top Women Wealth Advisors by Forbes. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Beth!


National award winner

In 2017, Beth Rosenwald received the Forbes Magazine America's Top Women Advisors award.

In 2016, Beth Rosenwald received the Financial Times Top 400 Financial Advisors award.


Let's take the next step together

We welcome you to experience The Rosenwald Team difference yourself. Contact us today to set up a meeting.