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You want to support your family. You want to build your community. You want to do something that lasts. You can do all this in a way that positively alters your tax and estate situation. It’s how you help everyone win.
We analyze everything from finances and insurance to legal documents, leaving no stone unturned when it comes to understanding your complete financial picture.
Your family situation is special. Your plans for your legacy are personal. Your thoughts on the future deserve to be taken seriously. At Rothschild Wealth Partners, your estate and philanthropic planning ideas are never just a number in a book, they are the culmination of your personal dreams and life goals. We work to make those ideas happen.
By investing in a real, long-term commitment that is marked by both knowledge and empathy, we help you formulate and realize your estate and philanthropic vision. We make sure that your taxes are secure. We help you realize the future by taking care of the present.
Your family’s wealth can open the door of opportunity for generations. Managing it carefully through trusts, wills, insurance and other solutions can help make it last and provide the most benefits. And through strategic philanthropy planning, you can support the causes that are close to your heart while also saving taxes.
Your team at Rothschild Wealth Partners will coach you through the win-win estate planning solutions. We also offer professional trustee services to take the burden off your family. We’ll educate relatives to prepare them to continue the family’s legacy. No matter what the future brings, you’ll have a plan in place.
Explore our wealth management services to learn more about how we help you craft a lasting impact for your family and community.
Resolve conflicts, solve tax issues, and manage insurance over time.
Independence. Security. Trust. It’s why we want to work for you.
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.