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Maximize upside. Minimize risk. Make your money work. A balanced and strategic four-pronged approach to investment and cash-flow management.
You’ve seen ads that promise “one simple trick” to grow your money. You’ve seen gurus promising success.
That’s nonsense. The better method to grow your money is through a smart, targeted, diversified approach. At Rothschild Wealth, we use a four-pronged approach to investment management that keeps your investments growing and your cash accessible.
You’ve worked for it. Now let your money work for you.
We embrace modern portfolio theory investing with cost-conscious ETF’s and Funds. Our advisors are knowledgeable at finding markets that aren’t tapped out and that fit your goals, your needs…and your values.
Rothschild Wealth specialties in this area include:
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.
Some of our specialties include:
Some risk is ok…as long as you take strategic steps to try to dampen the downside as much as possible. Using products like structured notes and buffered ETFs, we have a robust commitment to reducing your risk.
Service. Curiosity. Drive. These are a few qualities that our advisors have, and that they bring to every client.
When you work with us, you work with someone who takes the time to get to know you. Someone who is creative and takes the time to understand what you need to live your best life. You work with a true partner in your financial future.
We’re someone who is there to pick up the phone when you call. Because you’ve earned your money. We want it to earn for you.
Plan first. Build a mindful portfolio. Be nimble and responsive. Enjoy.
Since 1908, we’ve been helping clients like you make smart, strategic decisions about their money. Our team of independent financial advisors is ready to put our century of experience to work for you.
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.
