What You Need Is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. It is our job to truly understand who you are and what you want for your assets. As financial advisors, we have access to a vast pool of resources to design and implement a customized solution for your specific needs.


Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

Estate & Financial Planning

  • Retirement planning
  • Education planning
  • ax planning
  • Wealth transfer
  • Charitable giving

Risk & Liability Management

  • Insurance planning
  • Income protection strategies
  • UITs
  • Lending services

Business & Executive Services

  • 401(k) and profit sharing plans
  • Restricted stock services
  • M&A advisory
  • Equity/bond offerings
  • Buy/Sell agreement funding
  • Key person insurance

The Rosenberg Group Expands Its Second-Opinion Service

When was the last time you or someone you care about got a second opinion about your financial health? We're here to help.

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