Alex M. Rosenblatt

The Rosenblatt Team brings to clients expertise, achievement, and respect earned over more than 20 years of successful accomplishment in the industry. Our focus lies primarily on asset management, financial planning, insurance and estate planning, and corporate benefits. Our partnership allows us to coordinate our skills and combine efforts to provide financial security planning, advice, investment management and service for our clients. This team approach extends to our client relationships, where we collaborate with you together on a personalized plan to accumulate and grow your assets, while managing risk and minimizing the impact of taxes over time.

Creating peace of mind and making intentions a reality.

Our team helps people gain clarity to the true intention of their wealth building. Strategically, we help clients set things in motion that make their intentions and vision a reality.

Our partnership ensures that our successful team is always accessible to provide you with unparalleled personal service in real time. We'll be in regular consultation to re-evaluate your plan and adjust it as necessary, while always preserving your core vision and long term objectives. We are dedicated to ensuring your financial security now, while making your hopes and dreams for the future become reality.

Our clients tell us that they appreciate this refreshing approach and the value we bring in being a sounding board and making them fully aware of what is possible.