Rosentreter Wealth Management

Getting you to where you want to be financially. 

Control the controllable. That’s what we often tell the time-strapped business owners and successful mid-career professionals we work with. But with finances, it can be hard to know what you have control over. Our role is to help you figure out exactly where to focus your attention. 

Effective wealth management is about identifying your goals and building your plan around them. Investments, insurance, tax and estate planning – these are all elements that fit into a wider plan and are tools we can use to help you reach your goals. But our true focus has always been on building a client relationship based on trust, authenticity and collaboration. 

We take the time to get to know you and the things that are important to you – whether that’s paying down your mortgage or having a reliable financial plan that will support you in retirement. We also want to know what makes you happy. We’re just as interested in chatting about your family, garden or your pets as we are plotting out a strategy for your children’s education or analyzing the positions in your portfolio. 

Our in-depth approach to planning draws from 20 years of experience in investments and wealth management, expert insight from Richardson Wealth’s in-house team of tax, estate, and insurance experts, as well as access to state-of-the-art planning software.

The result is financial planning that puts your goals at the centre, meeting you where you are and getting you to where you want to be financially.  

Reach out to learn more about how we can help you meet your wealth goals.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

8 April 2024
Dividend disruption
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25 March 2024
Has anyone seen my IPO?
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Investor Strategy

April 2024
The importance of asking ‘why’?
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