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.

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 Top Women Wealth Advisor – 2022, 2021, 2020, 2019, 2018, 2017
  • Forbes Best-In-State Wealth Advisor – 2022, 2021, 2020, 2019, 2018
  • Financial Times Top 400 Financial Advisers – 2017, 2016
  • Barron's Top 1200 Advisor - 2022

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.

Our holistic approach

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