Wealth management servicesMeeting the Unique Needs of Successful Individuals & Wealthy Families

Rosen Group Private Wealth Management is a leading investment management firm and family office.

Our team provides guidance, perspective, and judgment for a select number of affluent families and fiduciaries who expect and value a higher standard of investment advice.


Learn More About The Rosen Group

When was your last financial checkup?

We know choosing an advisor isn’t always easy. You need someone who not only understands your needs and wants, but can also work with you to achieve them.

We invite you to come in and meet with our team. We’ll start by getting to know each other and answer any questions that you may have about our services or your current financial situation. To schedule a consultation or to learn more about our team, we invite you to fill out the following form or simply call us at your convenience.

Wealthy Families

Being a High-Net-Worth Individual or Family provides special opportunities for wealth growth and management.

C-Suite Executives

At Rosen Group Private Wealth Management, you are our top priority and our specialists can proactively deliver comprehensive wealth solutions.


As a doctor, you may face many of the same issues as other affluent professionals, but you have unique needs, too.


As dentists you know what it takes to excel at the highest level. You’ve put in the hard work and the results are personally satisfying and financially rewarding.


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Who We Are

Our Advisory Team at
Rosen Group Private Wealth Management

Remembering Jim Uniacke

We were deeply saddened to lose a good friend and valued team member when Jim passed away on Wednesday, June 4, 2014.

He remains in our thoughts.

Invest in yourself. your future.

Rosen Group Private Wealth Management has chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access, and account statements to our client base.

What does this mean for you as a client? You receive boutique investment management and family office services combined with the security of one of North America’s most sound financial institutions. As the custodial firm reporting directly to you, Raymond James Ltd is independent of the firm managing your portfolio.

Raymond James Ltd is one of North America’s leading independent full-service investment dealers with an extensive presence across Canada and the United States. Rosen Group Private Wealth Management’s relationship with Raymond James Ltd means that our clients have the peace of mind knowing that Raymond James Correspondent Services provides us with end-to-end solutions for all of our custodial and clearing needs.