Private Client Offering

Rosen Group Private Wealth Management is an industry leader when it comes to providing our clients with an unparalleled array of niche services. Going above and beyond for our select clientele is a part of Rosen Group Private Wealth Management’s philosophy and our clients enjoy this enhanced experience in each and every service we are known for:

  • NDirect access to the firm’s CEO and CIO
  • N Financial and estate planning
  • NProfessional money managers, not professional salespeople
  • NTransparent, straightforward investment strategy
  • NRegular communication in human language
  • NExecutive Management teams’ own capital invested alongside yours

All Rosen Group Private Wealth Management clients have direct access to our Advisory Team as well as our CEO. This means that each of our clients receives premiere portfolio management alongside superior, ongoing financial planning. You can be assured that our Private Client Group includes select professionals with the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) designations.

In addition to their investment acumen, we guarantee that our professionals will bring superior communication and listening skills to each and every client dialogue. Each one of our professionals are a member of the firm’s elite Investment Committee and are invited to participate in upper-level portfolio management meetings; they have extensive experience working with Lewis Rosen, Rosen Group Private Wealth Management’s CEO, who personally vets their client communication expertise.

In short, Lewis Rosen himself has made it a point to ensure that every private client offering is overseen by a professional who comes to the table with an in-depth understanding of portfolio holdings and current and future market outlook.