Private Client Offering
Rosen Group Private Wealth Management offers a range of services, recognized for:
- NDirect access to the firm’s CEO and CIO
- NComprehensive financial and estate planning
- NStraightforward investment strategies
- NRegular, clear communication in everyday language
All Rosen Group Private Wealth Management clients receive direct access to our Advisory Team and CEO, ensuring strategic portfolio management and financial planning. Our Private Client Group includes select professionals with prestigious designations such as Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA), Trust and Estate Practitioner (TEP), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP) and Financial Planner in Quebec (Pl. Fin.)
In addition to their investment knowledge, our professionals prioritize strong communication and listening skills to ensure clear, effective dialogue with every client. They collaborate closely with Lewis Rosen, CEO of Rosen Group Private Wealth Management, who personally ensures that their communication expertise aligns with the firm’s high standards.
In short, Lewis Rosen makes certain that each private client relationship is managed by a professional with a comprehensive understanding of portfolio holdings and a keen insight into both current and future market conditions.
