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

How We Work

We provide integrated wealth management that differs from the traditional product focused planning. Using a client centered approach, we help you integrate the material, human and intellectual aspects of your wealth.

We believe that effective planning must also address the financial, emotional, charitable, and heritage aspects of your family and/or your business in order to create a comprehensive and integrated life cycle plan. Ultimately this leaves more than money to your heirs or business associates. It can leave a permanent legacy.

Wealth Control Advisors does this by providing a unified approach to the continual management and monitoring of all of your assets on an annually renewed retainer or fixed fee basis.

The Wealth Control System ^TM
This process in an independent but carefully linked set of modules. We start by DISCOVERING your goals. Then our team of leading professionals ASSESSES your current financial situation against your vision and presents you with a written report. Next your chosen team of advisors DESIGNS an integrated plan aimed at helping you achieve your goals. We then supervise and help execute the IMPLEMENTATION phase to ensure that all steps are delivered efficiently, and manage the solution continually.

Contact us to find out more information on how to control your wealth more effectively.

The "Wealth Control System^TM" helps to ensure that all aspects of your values, traditions, wealth, and its management are considered and integrated into your planning, so that the implementation of your plan can achieve the goals you set. Click here to see some of the actual results of The Wealth Control System ^TM.

The wealth planning process is the development of a deeply personal relationship between our clients and ourselves that paves the way to an informed, effective, and fulfilling plan. The Wealth Control counselor starts by listening carefully to the client's needs, wants, hopes, and dreams.

This process is designed to help our clients to:

• Maximize and transfer all aspect of their wealth - material, human, & intellectual.
• Establish a clear sense of purpose.
• Pass on family traditions.
• Create lasting legacies.

See actual results!

We believe that a person's true wealth includes the stories of their lives, lessons learned, values, vision, heritage and hopes. These are the things that matter most. They are the bridges that span the past, present and future. This is the real wealth we leave for others.

It's called a Legacy and is far more valuable than money!