Independent Advice - Setting the Standard for Client Service
By combining the power of our independence with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, tailored to a local level. Each and every client is all a priority to our firm - regardless of the size of the account. Using our unique and disciplined approach to investing, we can work with nearly any individual or business to meet their financial needs.
In a world where profits have come at the expense of service, Rosenberg Asset Management has stood strong in our mission; provide flawless, uncompromising service, to every client, every day. We are not an 800 number or a website backed by unknown people all over the world; Rosenberg Asset Management is a father and son team located in Sarasota, Florida. When the phone rings, it's answered, by someone you trust - someone who knows you, your family, and your financial objectives.
In our family office we pride ourselves on our ethics, morals, and family values. We combine those with our skills, education, and experience to help meet our clients' goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.
Access articles, videos, and presentations with helpful information on a wide range of topics including retirement, investment, taxes, and more.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you!
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."