Our Promise
Guiding what matters most
We believe the greatest valuables in life are time and memories. With a core dedicated
team, high-touch planning experience, and holistic guidance, we help you make the most
of both through thoughtful planning shaped around your life, family, and legacy.
For you
Investment planning and management services
- Asset consolidation
- Customized risk-aware and goal-focused investing
- Tax-considerate and cost-conscious portfolio management
- Access to best-in-class asset managers
- Access to bespoke private markets/alternative investments
Retirement planning
- Social Security strategies
- Execution of sustainable and tax-efficient withdrawal strategies
- Consultation on employer retirement plans, pensions, and Medicare
- Access to broad selection of annuity products
Insurance planning
- Life, long term care, and disability insurance analysis and solutions
- Homeowners, renters, auto, and liability insurance analysis and solutions
- Resources for Medicare and health insurance solutions
- Health Savings Accounts review
Lending and cash flow planning
- Cash reserve management
- Debt assessment and optimization strategies
- Tailored lending solutions
- Cash flow management and bill pay
Personalized and adaptive Wealth Plan
Convenient and secure access to your accounts through the Rosenwald Private Wealth portal
Coordination with CPAs, accountants, and attorneys
For your loved ones
- College savings (529) plans and custodial accounts
- Age-appropriate financial literacy
- Financial guidance for young professionals
- Coordination with retirement facilities or home care providers
- Access to a trusted network of qualified professionals prepared to assist with life’s demands
- Family Inventory Workbook
For your legacy
- Trust and estate planning services
- Professional trustee services
- Family gifting and wealth transfer strategies
- Charitable gifting
- Donor advised funds
- Asset protection planning
