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Wealth Management

Rosenblatt Wealth Management At Rosenblatt Advisors, many of our clients are hard working individuals, executives, business owners, and families. While some are just starting to accumulate wealth while others have already built a nest egg, many want to make the most of their assets but aren’t sure where to start. Whether our clients are in the accumulation, preservation, or distribution stages of wealth, we can assist through our wealth management services.

Based on your risk tolerance, financial and retirement objectives, and time horizon, we work with you to create a customized and diversified portfolio designed to allow you to participate in the growth of income while protecting against large losses. We don’t rely on model portfolios and instead offer strategies tailored to your unique situation.

We have access to a wide variety of traditional and alternative investments and money managers, as well as resources, tools, and up-to-date market research through Cetera Advisor Networks. Some of the investments we offer include:

  • Municipal Bonds
  • Corporate Bonds
  • Government Bonds
  • Common Stocks
  • Variable Annuities
  • Mutual Funds
  • Certificates of Deposit
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)