Our Advisory Team
Client Advisory Board
Rosen Group Private Wealth Management is proud to announce the development of our Client Advisory Board. This select group of clients has been hand-picked by our team to ensure that board members embody the incredible diversity that our High-Net-Worth Individual and Family clientele represent.
Our Client Advisory Board validates the importance we place on our clients’ unique voices and experiences. Being a member means having the opportunity to directly impact our client-centered process and our roadmap going forward, no matter what stage of the financial journey our client is at. They will help to shape Rosen Group Private Wealth Management’s business potential, our market growth, and our corporate vision.
At Rosen Group Private Wealth Management our Advisory team is committed to preserving wealth, minimizing taxes and simplifying the process for our clients’ heirs. Our continued success depends on identifying issues and opportunities crucial to our strategic mission. We firmly believe that integrating the voices of our valued clients is the best way to achieve our mutual financial ideals.
The Client Advisory Board will meet on a semi-annual basis to share vital insider perspectives in an open forum where client feedback is respected and appreciated.