Growing Wealth for High Net-Worth Families
No matter your goals, lifestyle or risk tolerance, we have a wealth solution for you.
Being a High-Net-Worth Individual or Family provides special opportunities for wealth growth and management. The exclusive advantages are simple: you have more money at your disposal to invest and save. But along with this advantage comes complexity.
At Rosen Group Private Wealth Management we understand that your time should be spent enjoying your lifestyle, not spent deciphering strategies to meet your unique financial situation. As a trusted boutique family office, our focus is on growing the wealth of High-Net-Worth Individuals and Families. We act as the trusted CFO to wealthy families, with a dedicated team of professionals who oversee our clients’ financial portfolios.
In 2020, North America led the world’s High-Net-Worth Individual or Family wealth with $24.3 trillion. As a High-Net-Worth client you deserve a comprehensive financial management solution that meets your specific, complex and evolving requirements and expectations. Preserving wealth, minimizing taxes and simplifying the process for heirs are primary concerns for the High-Net-Worth Individual or Family. Rosen Group Private Wealth Management has the innovative, strategic and exclusive holistic advice that our clients can rely on to grow and protect their wealth, and thus preserve their legacy for their children, and grandchildren.
We invite you to come in and meet our team. We’ll start by getting to know each other and answer all the questions you have about our services and your current financial situation. We specialize in helping our clients build a lifelong financial road map designed to help them create the life they want today, tomorrow and for whatever adventure comes next. Whatever your next looks like, our financial team will help you get there via a wealth management portfolio crafted with clarity and precision.
We will coordinate and manage all of your family’s business affairs under one roof. Incorporate the family’s assets and other concerns into one centralized location.