After nearly 20 years in the financial services industry, we grew frustrated by the constraints and red tape of being employees of large banks. In 2012, we sought to create our own boutique advisory firm based on the principles of independence, transparency and client advocacy. We unapologetically embody an anti-corporate culture. Located in the heart of South Beach, we personify our surroundings: laid-back, easy-going, and approachable. Our office feels more like a Silicon Valley start-up loft with high ceilings, industrial lighting and collaborative whiteboard walls than a stodgy old Wall Street private bank. We are extremely professional; yet display a unique family-oriented environment that is comfortable and familiar for all clientele. We embrace new technology to enhance the client experience.
We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, 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 is reserved to an exclusive group of uniquely successful clients, allowing us the time needed to carefully customize our services and solutions. We have become a trusted and credible source of unbiased objective financial advice and counsel to help individuals and families properly manage their wealth and other financial matters. Most importantly we act as true fiduciaries to always act in the best interest of our clients.
“Rose Capital Advisors’ model is simple and clear: every component of our platform is designed to ensure that our wealth management team is able to protect and grow their clients’ wealth with absolute objectivity. “
Why an Independent Advisor?
“A fiduciary is someone who has undertaken a legal obligation to act in the best interest for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence — Bristol & West Builg Society v Mothew.”
Your interests are best served by a Wealth Management Advisor who acts as a truly unbiased fiduciary, as opposed to traditional brokerage and bank advisors who are held only to the “suitability” standard.
As a member of the Dynasty Financial Partners Network, Rose Capital Advisors’ investment solutions are selected from the best available across the industry. Your wealth management team is not obligated to sell certain products, creating a conflict-free environment. Investment solutions are vetted through an institutional research process and consistently monitored throughout the investment cycle.
Rose Capital Advisors clients’ assets are custodied at a leading independent custodian of your choice such as Pershing/Bank of New York Mellon, JP Morgan, and Fidelity among others. Rose Capital Advisors utilizes consolidated reporting technology from Envestnet that integrates the client’s entire portfolio of assets onto one statement.
You want your advisor to be focused on providing the best possible advice to meet your needs, as opposed to being motivated to execute transactions. Unlike traditional brokerage and bank advisors, Rose Capital Advisors’ wealth management team has no incentive to recommend transactions and instead can provide their best, unbiased advice and counsel at all times.
We have developed a unique family oriented culture that places a larger emphasis on long-term financial planning than on short-term performance. Maintaining the belief that by educating and collaborating with our clients about their investments, they are more inclined to come up with their own informed decisions.
Rose Capital Advisors proudly supports various philanthropic initiatives in our local community. Most notably, Make-a-Wish, Mourning Family Foundation, Ray of Hope Foundation and Serena Williams Fund. Click each logo to learn more about the organization.