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

Financial Products

Wealth Control Advisors only provides fee-based financial advisory services.

When a wealth control plan calls for the use of financial products such as insurance or investments, clients may choose to purchase them through affiliated and licensed associates or other individuals.

We will assist you to select and purchase products and services as part of an integrated financial strategy or as tactical solutions to fill specific needs. We provide resources for clients to create and maintain their wealth through long-term effective asset management, and access to a full range of insurance and investment products, and employee benefit plans.

All active members of Wealth Control Advisors are Registered Representatives of and offer securities, investment advisory, and financial planning services though MML Investors Services, Inc., member SIPC, 60 William Street, Suite 200, Wellesley, MA 02481-3827 Tel: 781-263-4500 and may earn commissions on the sale of various investment products, including brokerage accounts, managed investment accounts, retirement plans, variable annuities, and other investment vehicles.

They are also Licensed Insurance Producers in the Commonwealth of Massachusetts, as well as other states (see [Licenses]) and may earn commissions on the sale of various insurance products for individuals or groups, including life, disability income, long-term care, health and dental.

Learn more about our Tailored Services, or for more information, contact us online or call us at 781-263-4568.