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Client Centered

John L. Rosenheim, founder, and president of Wealth Control Advisors has been a financial advisor since 1974.

John has built his practice on the idea of taking a comprehensive approach to wealth and financial planning. That all pieces of your legal and financial life should work together towards a common goal and that goal is yours.

John does this by sitting down with his clients and asking them what they want their money to do for them and what their goals are for the short term and in their future.

John and his team work with different types of clients and at various stages in their lives. Business owners, young couples starting out, established couples with retirement in mind. Each client gets the same personal touch and level of care. While the needs of a business owner, a high net worth client and a young couple are all very different, the process is the same.

We ask what is important to you, what do you want to see happen and then we show you various ways to achieve your stated goals and make sure the planning you already have in place works within the new plan.

During our process, we often identify issues before they become a problem, as well as uncovering opportunities our clients didn’t even know they have.

Many of our clients are business owners or private individuals with significant resources. These clients nearly always have advisors that they have worked with for years and here at Wealth Control Advisors, we never or replace the good works your existing advisors have already provided you, only the pieces that may no longer work with your needs.

We also work extensively with other professionals that are a part of your team or recommend any professionals you don’t currently have but may prefer.

Our job at Wealth Control Advisor is to advise- to give you the information and the tools you need to make the changes in your life that you would like to see; to help protect your family’s financial security, protect your business productivity and profitability, plan for retirement and longevity, plan for leaving behind your legacy for generations to come.

With 40 years of experience and a diverse team in place, John and his team are here to help you, whatever life throws your way.