Personalized Services for Individuals, Families and Businesses
Wealth Management Services with You in Mind
Life is dynamic. Sometimes your best-laid plans succeed. And sometimes you get unexpected surprises. With our personalized wealth management services for affluent individuals and families, we’ll create an individualized financial plan that is strong to set you on the right path toward your personal goals, and flexible, in case life throws you curve balls.
Investment Management
Estate and Philanthropic Planning
Financial Planning
Customized Insurance Solutions
Multi-Family Office
Investment Management
Estate and Philanthropic Planning
Protect and grow what you’ve built for generations to come.
Financial Planning
Customized Insurance Solutions
Multi-Family Office
Business Services to Help Your Company and Employees Grow
Protect your company. Empower your employees. Enjoy your future.
Our highly credentialed financial and legal consultants can guide you through retirement plan details other advisors often ignore. We focus on process, documentation, and implementation. We’ll walk you through a variety of retirement options that will support your company’s and your employee’s goals.
Chart the future of what you’ve built on your own terms.
With personalized business succession planning, Rothschild Wealth Partners will guide you, your family, and your business through the next stages of life. We’ll create solutions for all types of challenges you may or may not see coming.
