Senior & Vulnerable Investor Protection

Rothschild Wealth Partners™ is committed to protecting senior investors and vulnerable adults from financial exploitation. We encourage all clients to provide a Trusted Contact Person who can be reached in the event we suspect diminished capacity, financial exploitation, or unusual account activity.

Clients may also access additional resources:

• FINRA Securities Helpline for Seniors (844-574-3577)
• SEC – Protecting Senior Investors
• Consumer Financial Protection Bureau – Elder Fraud Prevention