John L. Rosenheim, CLU, ChFC, CLTC

John L. Rosenheim, founder and president of Wealth Control Advisors, has been involved in values-based, integrated wealth planning and family wealth counseling since 1978. He and his team serve a large community of successful individuals, families and businesses.

John has developed a unique approach to integrated wealth planning – the Wealth Control System^TM – that simplifies complex concepts, addresses sensitive issues and helps his clients feel completely at ease as they move through the wealth counseling process.

John works with his clients to maximize the integration of personal and company financial plans, business succession plans, and values-based employee benefits plans. His understanding of the dynamics of closely held businesses, executive compensation and legacy issues enables him to integrate planning at all levels within a company. To implement the broadest scope of wealth planning services, he works collaboratively with other professional advisors.

While John's clients typically have significant resources, they come to recognize that wealth embodies much more than money. John helps his clients audit, integrate and manage all aspects of their wealth based on their personal vision, values and goals. This allows them to focus on their own passions and unique abilities, lead simpler lives and enjoy confidence and satisfaction about where they are in their lives and the future ahead.

Education:
Bachelor of Arts, Economics and Classics, Tufts University

Professional Designations:
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Certified in Long Term Care (CLTC)
Fellow, Estate and Wealth Strategies Institute and Esperti Peterson Institute, Michigan State University

Specialty License:
Licensed Insurance Adviser (LIA)

Insurance advisory services offered for a fee by John Rosenheim as a Licensed Insurance Advisor (Ma) are not offered through Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

Personal:
John lives in Wayland, Massachusetts with his wife. He is involved in various civic and charitable activities, and is noted for his fund raising talents. He enjoys life by integrating his professional success with his passion for philanthropy. John continues to play tournament tennis and is an active golfer.