About Us ABOUT US Independent, boutique wealth management firm located in Miami Beach. (305) 534-ROSE | linked_in | facebook | instagram | twitter @RoseCapitalAdv Learn More
(305) 534-ROSE
COMPETITIVE A unique family oriented culture that places a larger emphasis on long-term financial planning than on short-term performance. ADVANTAGE (305) 534-ROSE | linked in | facebook | instagram | twitter @RoseCapitalAdv LEARN MORE A unique family oriented culture that places a larger emphasis on long-term financial planning than on short-term performance.
(305) 534-ROSE
IDEAL Savvy executives and entrepreneurs who live and play in affluent destinations around the globe CLIENT PROFILE (305) 534-ROSE | linked in | facebook | instagram | twitter @RoseCapitalAdv LEARN MORE Savvy executives and entrepreneurs who live and play in affluent destinations around the globe
(305) 534-ROSE

OUR PROCESS

Establish Relationship

Gather Data

Analyze Data

Develop the Plan

Implement the Plan

Monitor the Plan

OUR SERVICES

Financial Planning

Craft a highly customized, sophisticated and formal Investment Policy Statement that serves as our investing roadmap.

Wealth Advisory

Implement Strategic and Tactical Asset
Allocation to provide a foundation for
managing long-term risk and portfolio returns.

FAMILY OFFICE SERVICES

Comprehensive financial oversight of all liquid and illiquid financial assets in accordance with “Family Mission
Statement”.

EDUCATION PLANNING

Perform cost analysis to determine how much a college education will cost and how much you should save.

RETIREMENT Planning

Analyze all income sources from Social
Security, Pensions, Insurance, and Corporate retirement plans and benefits.

TAX Planning

Recommend Tax Reduction Strategies. Provide timely information regarding changes in tax legislation.

Slide “The key to happiness lies in a modest standard of living which can be easily achieved under all economic conditions.” Benjamin Morwitz Slide “The stock markets day-to-day is actually a distraction from the business of investing.” John Bogle Slide “I’m not smart. I try to observe. Millions saw the apple fall but Newton was the one to ask why.” Bernard Baruch Slide “Don’t beat yourself. If you have a [financial] plan that is working, stick to it.” Martin Schwartz