Our approach to wealth management

Abiding the by highest fiduciary standards, we offer goal-based planning tailored to you and your family. As life changes, we stand by your side providing proactive guidance serving your best interests.

The Rosenwald Team offers a wide variety of advisory services to help you live a life less complicated. We invite you to view a sampling below or download the full list to learn more.

Accumulating wealth

  • Advanced portfolio management, including methodical portfolio rebalancing
  • Consolidation of assets
  • Selecting best-in-class asset managers
  • Tax and cost-conscious investment strategies
  • Cash flow management

Enjoying wealth

  • Retirement income planning and strategies for maximizing retirement assets
  • Tax-loss harvesting to minimize capital gains
  • Asset protection planning
  • Liability analysis and review
  • Innovative lending solutions

Building a legacy

  • Advice on Social Security, Medicare, pensions and annuities
  • Charitable and family gifting
  • Estate and trust administration and distribution
  • Business succession planning
  • Life, disability or long-term care insurance analysis and review

Client benefits

Building strong and lasting relationships with our clients and their families is critical to our team. That’s why we go the extra step to provide the best possible support to our clients, including:

  • Coordinating with your CPA, attorney, home care provider and other professionals
  • Consistent in-person meetings and performance reporting, including consolidated reporting of all your assets and annual tax reporting
  • “Investing 101” for your children, grandchildren and heirs
  • Introductions to the trusted professionals within our network
  • Exclusive educational and entertainment events throughout the year

Contact us today to discuss how we can be of service to you.

Live a life less complicated

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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