Phone: (305) 748-6200

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What we do

Rose Capital Advisors is a boutique investment advisory firm located in Miami Beach. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics.  Our practice caters to a small group of distinctive clients, allowing us the time needed to carefully customize your services and solutions.

Rose Capital Advisors has partnered with some of the leading financial services firms, including Dynasty Financial Partners, to give us access to and leverage the best intellectual capital and institutional infrastructure, resources, and capabilities in the world, ranging from capital markets research, lending solutions, private banking services, investment banking capabilities, integrated technology, and much more.

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"The market never changes because human emotion never changes. What has happened in the past will happen again and again."

Jesse Livermore

Only 31% of Americans have a comprehensive financial plan in place.

"I’ve always said that the best investor is a social scientist."

Michael Milken

62% of clients fail to plan because they are under the assumption that estate planning is only for the wealthy.

“Investing without a strategy is like playing stud poker and never looking at the cards.”

John Bogle

25% of workers age 45-54 planned to retire by age 65, versus 39% 10 years ago.

“Poor asset allocation, ill-considered active management and perverse market timing lead the list of errors made by investors.”

David Swensen

70% of people with $1 Million in assets don’t consider themselves wealthy.

“Those who can not adjust to change will be swept aside by it. Those who recognize change and react accordingly will benefit.”

Peter Lynch

A 21 yr-old who maxes their annual IRA contribution of $5,500 compounded at 8% will have over $3M dollars by age 70

“When it come to investing do your homework or hire wise experts to advise you”

John Templeton

25% of Americans believe they won’t have enough money to retire comfortably.

“The investors chief problem- and perhaps even his worst enemy- is likely to be himself”

Benjamin Graham

Wealth controlled by women was approximately $9 trillion in 2009 and is projected to be around $11.7 trillion by 2014.

“Don’t focus on making money, focus on protecting what you have.”

Paul Tudor Jones

The majority of GDP is generated by family-owned businesses, yet only 30% survive to the 2nd generation, and only 12% to the 3rd generation.

“The key to happiness lies in a modest standard of living which can be easily achieved under all economic conditions.”

Benjamin Graham

56% of U.S. adults lack a budget

“Sacrifice money rather than your principles.”

Baron Rothschild

Nearly 2/3 (65%) of mega-millionares say their money was self-made, according to the 2013 Wealth-X and UBS World Ultra Wealth Report.

“Finance is a craft that can become an art with skill and proper application.”

Michael Milken

Global Wealth is at an all-time high. 199,235 Ultra High Net Worth Individuals with total net worth of $28 Trillion & 2,000 Billionaires worth $6.5 Trillion

“The single most important factor of shaping the market is public psychology.”

Gerald Loeb

One decade ago, China had no billionaires. Last year it had 64, this year it has 315.

“Don’t beat yourself. If you have a [financial] plan that is working, stick to it.”

Martin Schwartz

The power of compounding is extraordinary. Start with a dollar. Double it every day. In 48 days you’ll own every financial asset that exists on the planet. Roughly $200 Trillion

“Most people think the word ‘speculator’ is a synonym for ‘gambler’, however it actually comes from the Latin word speculari, which means to spy out and observe”

Bernard Baruch

“The stock markets day-to-day is actually a distraction from the business of investing.”

John Bogle

“I’m not smart. I try to observe. Millions saw the apple fall but Newton was the one to ask why.”

Bernard Baruch

“Investing is simple, but not easy."

Warren Buffett

“The stock market is relatively predictable over 20 years. Whether its going to be higher or lower in 2-3 years, you might as well flip a coin.”

Peter Lynch

“Investing is simple, but not easy."

Warren Buffett

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.”

Sir John Templeton

“Only when you combine sound intellect with emotional discipline, do you get rational behavior.”

Warren Buffett