508-878-9176

John Rosenheim  Home
  • Home
  • About Us 
    • About Us
    • John's Story
    • Contact Us
    • Website Privacy Policy
  • Things to Consider 
    • Client Stories
    • 10 Questions as you near retirement
    • 10 tips to live your best life
    • 10 Considerations for people with high income
    • Ready to live 1/3 of your life in retirement?
  • Our Services 
    • Tiers of service
    • Personal and Family Services
    • The Second Opinion Review
    • Business Services
    • The 2nd Opinion Review- Business Owner
    • Outside Consultant
  • Rosenheim System 
    • Discover: Your Vision
    • Assess: The Reality
    • Design: The Plan
    • Implement the Plan
    • Financial Fitness defined
  • Producer Licensing

Our Services

Wealth Control Advisors provides specialized services to meet your vision, values and goals.

  • Independent Audit Services, and Financial Reviews
  • Business Services
  • Personal and Family Wealth Services
  • The 2nd Opinion Review
  • Insurance Reviews

Contact

John Rosenheim

Office: 508-878-9176

Office: 617-526-9338

Fax: 781-235-8890

jrosenheim@financialguide.com

Quick Links

  • Latest Articles
  • All Videos
  • All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

CRN202903-10397480