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 Best-In-State – 2024, 2023, 2022, 2021, 2020
  • Forbes Best-In-State Wealth Advisor – 2023, 2022, 2021, 2020
  • Barron's Top 1200 Advisor - 2022
  • Advisor Hub - Advisors to Watch - 2022, 2023

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

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

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Facebook image icon

Visit our Facebook page

If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.