Why We Are Different

Rosenberg Wealth Management has a unique perspective of not only building and branding products like mutual funds, ETF’s, REITs, hedge funds, and insurance products from inception, but working through the due diligence process with the largest broker-dealers in the industry to get those products on their investment platforms (e.g., Merrill Lynch, UBS, Raymond James, BBT, Morgan Stanley, Wells Fargo, etc.). In addition, we have over two decades of experience traveling and presenting with portfolio managers from the largest investment and insurance companies in the world.

We have Honest Conversations where the focus is on your goal planning, and helping you build a robust IPS (investment policy statement), not product sales. All of our investment management is fee based, and your money is managed by portfolio managers we have built personal and professional relationships with. We keep it simple, remove the salesmanship like "talking about what is happening in the markets", and introduce you to the most successful portfolio managers in the industry who focus on risk management, have low fees, and being tax aware. 

Rosenberg Wealth Management, LLC. has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. “Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.” 

“As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.”