One of the best ways to understand who we are and what we do at The Rosenfeld Group is to look at the kind of clients we serve. They are dynamic, driven and used to setting high goals for themselves. It's an elite clientele - people with substantial wealth who are managing multiple priorities and challenges. We believe they require qualities that go beyond skill and experience. They are looking for a style and a mindset that can keep pace with them, their lives and the way they work.
The clients we serve tend to have more opportunities because they have a drive to create more opportunities. Such ability and sophistication, however, requires a financial infrastructure that handles the full range of clients' day-to-day needs discreetly and efficiently. Our objective is to bring greater ease and efficiency throughout the entire financial life of a client with a concierge-like level of responsiveness. That's what professional, structured wealth management could do for you.
More often than not, our relationship with our clients goes beyond serving just one individual. At The Rosenfeld Group, we routinely serve entire families, helping various family members at each stage of their lives while keeping true to the overall structure we've helped you design for your family's wealth. We welcome establishing these multigenerational relationships, as they are paramount to our simplifying your financial life.
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
