This article was originally published on Banking CIO Outlook.
Navigating the complex world of financial investments can be a tricky prospect. The choice to take a do-it-yourself approach may not be feasible, as the right decisions usually depend on specialized knowledge about financial variables, hidden costs, and suitable investment strategies. As a result, finding one’s way around wealth management demands a great deal of information and guidance. This is where the wealth management experts at Rothenberg Wealth Management take center stage.
Rothenberg Wealth Management is an independent and employee-owned wealth advisory firm that offers custom portfolio recommendations and retirement and estate planning solutions with full transparency to clients at all stages of their lives. What began in 1979 as a family office focusing on life insurance products is today a network of elite wealth management advisors servicing $1 billion in assets for over 3000 Canadian individuals, families, and businesses. Rothenberg Wealth Management has sought-after expertise in investments, portfolio management, wealth accumulation, retirement planning, tax planning, estate and legacy planning, and wealth transfer. “We firmly believe in providing quality services, solutions, and insights while nurturing a small neighborly, family-like feeling with clients,” says Robert Rothenberg, CEO of Rothenberg Wealth Management.
Building on the simple idea of putting the client first and above all else, Rothenberg Wealth Management has made it a top priority to create a culture where clients feel recognized, heard, and valued. While robo advisor solutions have become more and more common, they are often inadequate when it comes to addressing unique client needs. With that in mind, the company has shifted focus even more towards face-to-face conversations and personalized service. The benefits are easy to see with their long-term clientele. In one instance, the company has been working with a family of clients, assisting them in implementing and managing their financial strategies across four generations. With Rothenberg Wealth Management’s advice, guidance, and support, the family was able to achieve the total peace of mind and financial security that they were looking for.
Parallel to its focus on maintaining long-term client relationships, Rothenberg Wealth Management also focuses on strengthening its core capabilities. The company keeps a close eye on up-and-coming technologies and solutions that can be of interest to their clients. Being an independent company, Rothenberg Wealth Management collaborates with the best market players, including exchange-traded fund providers, mutual fund managers, and FinTech providers, offering its clients privileged access to comprehensive financial solutions. The company also has access to individual stocks, bonds, and a wide variety of alternative investment products to help smooth returns for clients even when the markets become volatile. This commitment to client success has helped the company secure its position as one of the most reputed wealth management firms in Canada.
The experienced wealth management advisors and portfolio managers at Rothenberg Wealth Management deserve the credit for driving such a powerful vehicle. They fully understand each client’s needs, priorities, and objectives and develop and implement the best-suited investment strategies accordingly. The process begins with a meeting between the client and a Rothenberg wealth management advisor to discuss financial concerns and wealth objectives. Following this initial conversation, the advisor develops and shares a thorough financial assessment with the client, which includes an overview of their financial situation, income needs, taxes, insurance, and estate requirements. The expert then helps the client in establishing an asset allocation plan within various investments, which undergoes regular monitoring to ensure everything is headed down the right path. Rothenberg Wealth Management also offers access to fiscal specialists to help clients who are looking for assistance with matters such as incorporation or drafting their wills.
Rothenberg Wealth Management has developed an unmatched reputation for both its strong ethos of client-care and high-quality services. It’s approach to managing, growing and protecting wealth differs considerably from other market players as it looks at everything from the client’s current assets, expected income needs, and other factors, to effectively calculate the asset allocation that offers the greatest chance at securing a successful financial future. Even if a client doesn’t have all their assets under the company’s wing, it will offer valuable insights on all the assets that the client holds. It is Rothenberg Wealth Management’s experience that strengthens its place as a leading wealth management service and solutions provider in the Canadian market.