Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.

10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone

info@wealthcontrol.com

John L. Rosenheim: Biography

John L. Rosenheim, founder and president of Wealth Control Advisors, LLC has been involved in values-based integrated wealth planning and family wealth counseling since 1978. John and his team serve a large community of successful individuals, families, and dynamic businesses.

John simplifies complex concepts and effectively addresses personal and sensitive issues. This allows clients to feel completely at ease as they move through the intricate and unique wealth counseling process. When a full range of family wealth planning strategies is applied, a multi-generation, multi-dimension legacy plan is the result. Through his planning process, The Wealth Control System^TM, John helps his clients Audit, Integrate, and Manage (AIM) their resources and all aspects of their wealth based on the client’s vision, values, and goals. This allows clients to focus on their own passions and unique abilities, helping them to lead simpler lives and have peace of mind.

As principal consultant and owner of Wealth Control Advisors, John’s projects help maximize the integration of personal and company financial plans, business succession plans, and values-based employee benefits plans. Understanding effective business planning as well as executive compensation and legacy planning issues enables John to integrate planning at all levels within a company. To implement the broadest scope planning services, he works collaboratively with other professional advisors.

John L. Rosenheim holds a Bachelor of Arts degree in economics and classics from Tufts University, and multiple designations: ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), LIA (Licensed Insurance Adviser), and CLTC (Chartered Long Term Care Adviser). He is a Fellow of the Estate and Wealth Strategies and Esperti Peterson Institutes at Michigan State University, the leading national think-tank on Wealth Strategies planning. He is also a member of numerous professional associations.

Personal Information
John lives in Wayland, Massachusetts with his wife and has 2 sons. He is involved in various civic and charitable activities, and is noted for his fund raising talents. The Wealth Control System^TM allows John to combine his professional success with his passion for philanthropy.