Where you will find a wealth of information in the form of newsletter articles, calculators, and more.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance
With the power of our independence, combined 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, at a local level. Our clients are all a priority to our firm, regardless of the size of their accounts. 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 beliefs; 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 know, that 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 clients goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.
View our Team Bios