Rosenberg Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
9800 Cavendish Ste 200, St. Laurent, Que...Phone Number
(514) 856-4263Website
www.rosenbergwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Rosenberg Wealth Management
Rosenberg Wealth Management is an independent wealth management firm located in Westmount, Montreal, specializing in investment management, insurance planning, and estate planning for high-net-worth individuals, families, and business owners. The firm aims to guide clients from goal setting to achievement through strategic planning and sound advice, ensuring both growth and preservation of wealth. They offer tailored risk management solutions and coordinate with legal and tax professionals to create a holistic financial strategy. Their mission is to preserve and transfer wealth while emphasizing values, legacy, and family continuity.Explore more
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Rosenberg Wealth Management is an independent wealth management firm located in Westmount, Montreal, specializing in investment management, insurance planning, and estate planning for high-net-worth individuals, families, and business owners. The firm aims to guide clients from goal setting to achievement through strategic planning and sound advice... Read More
