Wealth Management for Individuals & Families

Wherever you are on your life journey, its reassuring to have a trustworthy, knowledgeable guide. With a personalized wealth management team and sophisticated financial services, you’ll be on the right path to get to where you want to go. 

Personalized Services Designed for You

You are unique. Your dreams, your challenges, your money belong only to you. Therefore, cookie-cutter financial services just won’t work for you. With Rothschild Wealth Partners, you’ll receive personalized financial solutions to help you navigate complexities, maximize opportunities, and meet your financial goals through all of life’s stages and beyond. As a fiduciary, we’ll walk through options that have only you and your family’s best interests in mind.

Investment Management

Plan first. Build a mindful portfolio. Be nimble and responsive. Enjoy.

Estate and Philanthropic Planning​

Protect and grow what you’ve built for generations to come.

Financial Planning

Start by understanding where you are today, where you want to be, and how you will get there.

Customized Insurance Solutions

Resolve conflicts, solve tax issues, and manage insurance over time.

Multi-Family Office

Focus on what matters most to you with bespoke wealth management services.

Investment Management

Plan first. Build a mindful portfolio. Be nimble and responsive. Enjoy.

Estate and Philanthropic Planning​

Protect and grow what you’ve built for generations to come.

Financial Planning

Start by understanding where you are today, where you want to be, and how you will get there.

Customized Insurance Solutions

Resolve conflicts, solve tax issues, and manage insurance over time.

Multi-Family Office

Focus on what matters most to you with bespoke wealth management services.

Staying on Track to Live Life Well

As you travel through your life stages, your team at Rothschild Wealth Partners will always stay focused on what’s most important to you.
You’ve accumulated it. We’ll make sense of it, and make a solid, custom plan.
A four-pronged approach to navigate an increasingly complex market.
You’ve worked too hard not to protect what you’ve earned for you, your family, and your legacy.

Let Us Help Define Your Success

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Start a Conversation

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.