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Financial Planning

You have goals. You have a life you want to live. You have the assets you think will get you there. But that also means you have questions. You have challenges that need solutions. We’re here to solve them.
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A Trustworthy Partner for Life

Trust. Before we can begin to help you with your financial picture, we must value and earn your trust. We do that by first listening to you, understanding your financial situation, and learning what your money means to you. Then, together, we’ll work on a strategic master plan for your money.

Uncover Your Money

When you’re successful, your money has a lot of different homes. We’ll find it. We’ll understand it. We’ll lay it all out for you.

Consolidate Your Assets

If possible, we’ll consolidate accounts and retirement plans. Doing so makes your money easier to manage, reduces tax risks, and makes it work better.

Clear a Path Forward

Once we know what you have, we can establish a plan forward. We can help to design paths to invest smarter, shelter better, and grow more.
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How Does It Start? By Making Sense of Your Money.

When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?

Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.

Our approach to investing

A Financial Plan for Every Life Stage

Going to college. Buying a home (or two). Building a business. Enjoying retirement. Living the good life. As time passes and your wealth builds, life, and financial matters, get more complicated.

With a financial team that is focused solely on your best interests, you’ll have a strong yet flexible roadmap to get you through every stage in life.

You’re working hard, saving and investing. But you have a lot of things about the future on your mind: buying a house, paying off debts, saving for the children’s education, planning for retirement. Confidently manage your money for today and tomorrow.

Through careful planning and investing, successful career moves, and sudden windfalls, your wealth is building. You need sophisticated tax strategies and insurance solutions to protect your money and manage the growing complexity.
Retirement doesn’t mean idleness. You still have so much more to do, enjoy and give. A comprehensive estate plan lets you live life well today while taking care of your family and your community.

High-Touch Services for Integrated Planning

Your financial plan will be supported by professional services that help you minimize risk, maximize opportunities and leave a lasting legacy.

EXPLORE OUR WEALTH MANAGEMENT SERVICES

Investment Management

Plan first. Build a mindful portfolio. Be nimble and responsive. Enjoy.
start with a long-term plan

Customized Insurance Solutions

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

DISCOVER INSURANCE PRODUCTS

Estate and Philanthropic Planning

Protect and grow what you’ve built for generations to come.
invest in your future

Multi-Family Office

Focus on what matters most to you with bespoke family office services.
MANAGE YOUR HOUSEHOLD

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.

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Independence. Security. Trust. It’s why we want to work for you.

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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.

Reach Out Today

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.