{"id":458,"date":"2021-09-29T15:45:05","date_gmt":"2021-09-29T19:45:05","guid":{"rendered":"https:\/\/rosengroup.ca\/?page_id=458"},"modified":"2025-09-19T10:52:46","modified_gmt":"2025-09-19T14:52:46","slug":"business-owners","status":"publish","type":"page","link":"https:\/\/rosengroup.ca\/fr\/business-owners\/","title":{"rendered":"Propri\u00e9taires d\u2019entreprise"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#09131E” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(9,19,30,0.85) 0%|rgba(9,19,30,0.85) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(9,19,30,0.85)” background_color_gradient_end=”rgba(9,19,30,0.85)” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/02\/hero_business-owners_2.jpg” background_position=”top_center” background_vertical_offset=”70%” custom_padding=”120px||120px||false|false” custom_css_main_element=”background-position: 50% 40%;” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_orientation=”center” custom_margin=”||8px||false|false” global_colors_info=”{}”]<\/p>\n

Business Owners<\/h4>\n

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Growing Wealth for Business Owners<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”45bda54e-96c3-41cf-a663-5af8a7714565″ header_2_font_size=”32px” locked=”off” global_colors_info=”{}”]<\/p>\n

At Rosen Group Private Wealth Management, we understand the unique financial needs and challenges<\/strong> that business owners face.<\/h2>\n

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Whether you’re looking to grow your business, plan for succession, or secure your personal wealth alongside your company\u2019s financial future, our team is here to provide tailored solutions that align with your goals.<\/p>\n

Our comprehensive suite of services is designed to address both your personal and business financial strategies. We offer:<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” module_id=”advice” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”90px||||false|false” pac_drh_column_numbers_tablet=”pac_drh_tab_col_one” pac_drh_column_numbers_phone=”pac_drh_phone_col_one” saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||20px||false|false” animation_style=”slide” animation_delay=”300ms” animation_intensity_slide=”5%” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/02\/icon_family-office.png” title_text=”icon_family-office” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”2px” background_enable_color=”off” text_orientation=”center” max_width=”300px” module_alignment=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Business Succession Planning<\/h2>\n

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Ensuring a smooth transition for your business is essential. We help you develop a succession plan that secures the future of your company and protects its value for the next generation or potential buyers.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||20px||false|false” animation_style=”slide” animation_delay=”300ms” animation_intensity_slide=”5%” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/02\/icon_tax.png” title_text=”icon_tax” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”2px” background_enable_color=”off” text_orientation=”center” max_width=”300px” module_alignment=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Tax Optimization<\/h2>\n

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As a business owner, managing taxes is crucial to maximizing your wealth. We offer strategies to minimize your business and personal tax liability, helping you keep more of what you\u2019ve worked hard to build.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||20px||false|false” animation_style=”slide” animation_delay=”300ms” animation_intensity_slide=”5%” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/02\/icon_investment.png” title_text=”icon_investment” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”2px” background_enable_color=”off” text_orientation=”center” max_width=”300px” module_alignment=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Investment Strategy<\/h2>\n

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We create investment plans that work in harmony with your business interests, aiming for long-term growth and stability. Whether it\u2019s reinvesting profits or building a retirement portfolio, we help you make informed, strategic decisions.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” module_id=”advice” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”90px||||false|false” pac_drh_column_numbers_tablet=”pac_drh_tab_col_one” pac_drh_column_numbers_phone=”pac_drh_phone_col_one” saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||20px||false|false” animation_style=”slide” animation_delay=”300ms” animation_intensity_slide=”5%” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/02\/icon_shield.png” title_text=”icon_shield” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”2px” background_enable_color=”off” text_orientation=”center” max_width=”300px” module_alignment=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Risk Management<\/h2>\n

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Protecting both your business and personal assets is a priority. We offer solutions to mitigate risks, from insurance to business continuity planning, ensuring that you are prepared for the unexpected.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” transform_translate_linked__hover=”off” custom_padding=”||20px||false|false” animation_style=”slide” animation_delay=”300ms” animation_intensity_slide=”5%” box_shadow_style=”preset1″ box_shadow_color=”rgba(0,0,0,0.1)” global_colors_info=”{}” box_shadow_vertical__hover=”22px” box_shadow_vertical__hover_enabled=”on|hover” transform_styles__hover_enabled=”on|hover” transform_scale__hover_enabled=”on|hover” transform_translate__hover=”0px|-20px” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-bottom: 60px !important;” custom_css_main_element_phone=”margin-bottom: 60px !important;”][et_pb_image src=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2025\/02\/icon_exit.png” title_text=”icon_exit” align=”center” module_class=”round-image” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#86754E” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|-45px” transform_translate_tablet=”0px|-20px” transform_translate_phone=”” transform_translate_last_edited=”on|tablet” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|tablet” max_width=”90px” module_alignment=”center” custom_margin=”||-40px||false|false” custom_margin_tablet=”||-20px||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|true|true” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Mulish|900||on|||||” header_2_text_color=”#000000″ header_2_font_size=”16px” header_2_letter_spacing=”2px” background_enable_color=”off” text_orientation=”center” max_width=”250px” module_alignment=”center” custom_margin=”30px||10px||false|false” custom_padding=”0px|30px|0px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Retirement & Exit Planning<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” custom_padding=”1px|30px|30px|30px|false|false” global_colors_info=”{}”]<\/p>\n

Planning for retirement as a business owner requires a different approach. We work with you to develop a strategy that allows you to enjoy the fruits of your labor while maintaining financial security for the future.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”50px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Our goal is to provide business owners with the guidance and resources needed to create a lasting legacy. With Rosen Group Private Wealth Management, you gain a partner who is dedicated to your financial success, both inside and outside of the boardroom. Let us help you navigate the complexities of wealth management so you can focus on growing your business and achieving your personal financial goals.[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjM4OCJ9fQ==@” button_text=”Work With Us” button_alignment=”left” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”default” custom_margin=”30px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”3ed5c77d-34ab-4102-86b0-2f9c834481af” disabled=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” width=”100%” width_tablet=”100%” width_phone=”100%” max_width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][dsm_card_carousel slide_to_show_tablet=”2″ slide_to_show_phone=”1″ slide_to_show_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”c3e5cc2b-9508-4b8b-b9c4-b78b40f59978″ global_colors_info=”{}”][dsm_card_carousel_child title=”Patrick M.” subtitle=”Vice President, Mining Operation” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

My transfer of assets to Rosen Group Private Wealth Management is like a jump from the juniors to the major league<\/strong>. Nothing like enjoying life knowing that my assets are managed \u201cturn key\u201d by a group of professionals in every possible win-win situation to maximize my portfolio.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Rio V. Libero” subtitle=”Retired Industrial Engineer” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

I\u2019ve been working with the Rosen Group for several years, and I appreciate the team\u2019s expertise and professionalism. Christine, Lewis, and Thanh have been attentive to my needs, providing tailored advice to help me navigate my retirement planning. Recently, Andrew offered valuable guidance on my RRSP withdrawal strategy, which has given me more clarity and confidence in my financial future<\/strong>. I look forward to continuing our work together.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Lynn Langevin” subtitle=”President, Lantric Technologies” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

Outstanding individualized wealth management<\/strong> and planning team. Great work.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Howard Lang” subtitle=”I.T. Manager” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

Incredibly knowledgeable team. From investments to estate planning, their expertise is unparalleled<\/strong>. I feel confident knowing I\u2019m in such capable hands.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Alanna Stepto” subtitle=”HR Professional” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

I have been working with Rosen Group for many years, and from day one, I was treated like more than just a number. They truly take the time to understand my financial goals and provide personalized advice that feels tailored to my unique needs<\/strong>. Beyond the professionalism and financial guidance, they offer an exclusive and trusted relationship that I rely on. I highly recommend their services to anyone looking for a financial advisor who values trust and personal connection.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Jimmy Kokkaliaris” subtitle=”Retired Manager” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

I had been involved with another wealth management firm before making the decision to join Rosen Wealth Management after some hefty research. Not only did they understand what I wanted to achieve, but they guided me along the path of success<\/strong>\u00a0with utmost respect and professionalism. I highly recommend this firm for a solid return on anyone’s investment.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Bev and Joe Grushka” subtitle=”Retired Teacher and Retired C.P.A.” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

A comforting hand during turbulent times, the Rosen Group makes each client feel like family<\/strong> while providing expert advice and guidance with an objective to maximize returns with acceptable risk boundaries.<\/p>\n

[\/dsm_card_carousel_child][dsm_card_carousel_child title=”Frank B.” subtitle=”Retired Principal” button_url_new_window=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” parent_button=”off” parent_header_level=”h4″]<\/p>\n

We have been with our Investment Advisor Lewis Rosen for over a decade. We are extremely pleased with Mr. Rosen\u2019s services. He meets with us regularly to review our financial status and if warranted, advises investment changes for the benefit of increasing our portfolio. Mr. Rosen is readily available to listen and act upon whatever concerns we may have. We have done well and continue to do so under his well-informed investment knowledge and guidance. We endorse without question, the honest and professional<\/strong>\u00a0manner in which he conducts himself, for the benefit of each of his clients.<\/p>\n

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Business OwnersGrowing Wealth for Business OwnersAt Rosen Group Private Wealth Management, we understand the unique financial needs and challenges that business owners face.Whether you’re looking to grow your business, plan for succession, or secure your personal wealth alongside your company\u2019s financial future, our team is here to provide tailored solutions that align with your goals. Our comprehensive suite of services is designed to address both your personal and business financial strategies. We offer:Business Succession PlanningEnsuring a smooth transition for your business is essential. We help you develop a succession plan that secures the future of your company and protects its value for the next generation or potential buyers.Tax OptimizationAs a business owner, managing taxes is crucial to maximizing your wealth. We offer strategies to minimize your business and personal tax liability, helping you keep more of what you\u2019ve worked hard to build.Investment StrategyWe create investment plans that work in harmony with your business interests, aiming for long-term growth and stability. Whether it\u2019s reinvesting profits or building a retirement portfolio, we help you make informed, strategic decisions.Risk ManagementProtecting both your business and personal assets is a priority. We offer solutions to mitigate risks, from insurance to business continuity planning, ensuring that […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-458","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nBusiness Owners | Rosen Group Private Wealth Management<\/title>\n<meta name=\"description\" content=\"Being a High-Net-Worth Individual or Family provides special opportunities for wealth growth and management. 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