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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Collaboration With Your Trusted Advisors
AIM (Audit, Integrate, and Manage) your financial planning and wealth management via collaboration Wealth Control Advisors and your trusted advisors. Located just outside of Boston, Massachusetts we collaborate with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive life cycle plan to help you achieve your financial, emotional, charitable, and heritage goals. For more information, contact us online or call us either at 781-263-4568 (our Wellesley, MA office) or at 561-691-1380 (our West Palm Beach, FL office).
Many of our clients already engage "trusted" CPA's, Attorneys, Investment, or Insurance advisors to help them plan the accumulation, growth, protection, and distribution of their financial assets. Rarely did they have an Integrator who helps facilitate regular meetings where these "trusted" professionals meet and collaborate as a team. Wealth Control Advisors actively plays this role to help successful clients AIM (Audit, Integrate, and Manage) all aspects of a client's wealth into a legacy or master plan. The result is a "Client Centered" not "Product Focused" plan where the "trusted" advisors work as a team versus protecting their turf.
Read Case Study 5: Divorce or Case Study 3: New Key Manager at Company for examples of how our collaboration directly protected our clients. You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, click here.
To learn more about our comprehensive personal and family wealth services, call us at 781-263-4568 or email us.
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