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.
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.
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.
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.
It’s about increasing the flow of capital into underserved communities in areas such as homeownership, affordable housing and small business development.
We invite you to view the video below for a 30-second snapshot of how our team can help you simplify your life. Contact us to discuss how we can be of service to you.
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We would value the opportunity to discuss how we can help simplify your life. Please contact us today to learn more or to set up a meeting.
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