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

The Wealth Control System^TM
Since early times, people have tried to not only live their daily lives, but to pass real "value" to future generations.

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

Like the artist who crafted this Roman floor mosaic at Conimbriga, Portugal in the first century A.D., we work with you to craft your own legacy plan.

Our unified and customized process enables you to continually AIM (Audit, Integrate, and Manage) your assets against your vision and values as your life and goals change and your legacies evolve.

Our Mission
Our mission is to help people achieve financial indpendence and personal peace of mind so they can live their lives the way they want. We first educate them to understand their money and all aspects of their wealth, and then show them how they can control it more effectively.

Our Clients
We work with successful individuals, families, and companies who have become frustrated by the lack of coordination and integration in their financial plans. They may have had plans that were inadequate, disjointed, or conflicting. They want to protect against risks, manage their day-to-day and long-term expenses, and they worry about the best way to leave money to their heirs and causes. They want to know that by age 55 - 65 they will have sufficient resources to be financially independent.

Find Out More.