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What does our investment planning look like? It’s simple (and too rare). Our team of advisors works with you to plan a full investment analysis and management consulting strategy that’s based on what you need to protect your capital and make your money grow.
We start by getting an in-depth understanding of your entire financial situation, then apply our proprietary Discretionary Wealth Analysis to create a detailed picture of your financial landscape.
How do you protect your capital? By having investments that actually work for you. It sounds simple, but that’s not always the case.
Too often, you’re just a number on a piece of paper, pushed into a product that makes some shareholder happy.
That’s not the case here. Our advisors are independent, and succeed only when you succeed. No shareholders. No products. No distant banks dictating what we do. Only a plan that’s built for your life.
You’ve seen ads that promise “one simple trick” to grow your money. You’ve heard media gurus sharing their “secret” to success.
That’s nonsense. The better way to grow your money is through a smart, targeted, diversified portfolio. At Rothschild Wealth Partners, we use a four-pronged approach to investment management that keeps your investments growing and your cash accessible.
We embrace modern portfolio theory investing with cost-conscious ETF’s and mutual funds. Our advisors are knowledgeable at finding markets that aren’t tapped out and that fit your goals, your needs… and your values.
Some risk is ok… as long as you take strategic steps to try to dampen the downside as much as possible. Using products such as structured notes and buffered ETFs, we have a robust commitment to reducing your risk.
You don’t have to go hat-in-hand to the institutions to find alternative investment strategies. We’ve got them for you, tailored to your needs at minimums that are appropriate.
You like cash? We employ investing products that provide streams of income in retirement once your “normal” paychecks stop coming. Specialties here range from creating custom pension-like streams of income to building tax-advantaged stores of cash to be accessed down the road. We also employ strategies to decrease your future tax liabilities in retirement, as odds are taxes will climb from here.
Independence. Security. Trust. It’s why we want to work for you. Contact our team of wealth advisors today.
Owning individual stocks directly allows us to customize your portfolio and align it to your individual goals, objectives, and preferences. We’ll put together a basket of stocks designed to replicate indexes, but with greater flexibility.
Direct indexing also allows for nimble, year-round tax-loss harvesting by offsetting capital gains with realized losses to minimize taxes. This saves you money to reinvest and compound earnings over time.
A derivative in a debt security? Structured notes offer you flexibility, opportunity, and downside protection.
The bond component protects your capital. The derivative provides upside potential by investing in any asset class. Your investment team will explain how.
At Rothschild Wealth Partners, diversification means more than allocations in stocks and bonds. We offer access to private markets and real estate investments that are less correlated to the public markets.
These sophisticated investment opportunities come with greater risk. But you can be a part of something big.
Resolve conflicts, solve tax issues, and manage insurance over time.
Focus on what matters most to you with bespoke family office services.
It doesn’t matter where you are. Our investment management solutions are designed specifically for your needs, by an advisor who is always just a phone call or email away.
We know that you don’t have to be in the same room to get personalized, customized investment management consulting that’s committed to your growth.
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.