Who We Are

We are an independent, boutique wealth management firm located in Miami Beach. Our clients-first approach is driven by integrity and core values, with a keen focus on your long-term success.
We invest in creative solutions. We invest in personal connections.
We invest in you.
A culture built on integrity and transparency

We celebrate your uniqueness, your authenticity, and the knowledge that you understand that we are on your side. This cannot be achieved without a level of trust that we believe is paramount to the client / advisor relationship.

Respected leaders in the finance industry

Our unwavering commitment to putting our clients first has driven our success, and the industry has noticed. We are honored to have been recognized by our peers for various awards throughout our tenure, a feat we could not have achieved without our amazing team and clients.

Miami Beach based, with an extensive global reach

Although our home office is in Miami Beach, we have a broad range of strategic partners that are instrumental to our international resources. From Shanghai to Monaco, New York to the Caymans, our expertise knows no bounds.

Our Story

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.

Community and culture are paramount.
We are proud of the community we have built with clients, friends, and business partners, and continue to serve the community where we live and work. Our unified-team culture drives collaboration and connection, with a continued focus of putting our client first.
Michael Rose, Founder of Rose Capital Advisors

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.

Meet the Team

Michael Rose
Michael Rose, CFP®

Managing Partner

Michael Rose is the Founder and Managing Partner of Rose Capital Advisors, and has been providing strategic investment advice and wealth management services for over 27 years. He started the firm to create a culture unlike the typical financial advisor tradition. Michael prioritizes core values above all: a collaborative team-based approach, a client-first focus, and a commitment to a work / life balance, including taking part in high-impact community projects that benefit both the people around him and the clients he serves.

Read Full Bio
Gareth Evans Bio pic
Gareth Evans

Director of Business Development

Read Bio
Mitch Romano bio pic
Mitch Romano

Director of Operations

Read Bio
Ashley Kulju bio pic
Ashley Kulju

Financial Advisor | Brand Strategist

Read Bio
Jonathan Binns bio pic
Jonathan Binns

Portfolio Manager

Read Bio
Jama Gordon bio pic
Jamel Gordon

Financial Advisor

Read Bio
Mike Reardon bio pic
Mike Reardon

Director of Client Solutions

Read Bio
Donovan Ford bio pic
Donovan Ford

Business Development – Sports & Entertainment

Read Bio
Jodi Rose bio pic
Jodi Rose

Executive Assistant | Office Manager

Read Bio

Competitive Advantage

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.

Triangulation of Advice iconTriangulation of Advice

By separating our advice from where products are sourced and where assets are safely held (custody), we avoid many of the conflicts inherent in traditional bank wealth management models. At large brokerage firms and banks, these are traditionally linked and clients are given advice, buy products/services, and hold their assets all at the same financial institution. By completely unlinking these in a way most others don’t, we embrace a more client-focused, conflict-free model.

Objective Advice iconObjective Advice

We provide customized advice that is objective, transparent, and free from outside influence. At Rose Capital Advisors, we understand that each client has a unique path to financial success, and our individualized approach dives deep into which plan of action is best, and will yield the greatest results. As fiduciaries for our clients, we are legally bound to place their interests above everything else we do.

Independent Custody of Client Assets iconIndependent Custody of Client Assets

The separation of custody creates an additional level of protection for clients. We have the flexibility to work with one or multiple top tier custodians such as Pershing/Bank of New York, Fidelity, and JP Morgan to hold all client assets in safe keeping. We have no affiliation or commitment to these firms; instead, we believe that they are the best firms for the job, and best meet our clients’ needs.

Expanded Selection of Products & Services iconExpanded Selection of Products & Services

Instead of being captive to one company, our clients now become an extension of Rose Capital Advisors which is an institutional client of Wall Street and leverage the best intellectual capital, resources, and capabilities in the world, ranging from global capital markets research, alternative investments, credit and lending solutions, private banking services, investment banking capabilities, integrated technology, insurance, estate planning and much more.

Why an independent advisor?

Client Profile

The Rose Capital Advisors client is why we exist, and although they have a diverse array of professions and backgrounds, they share the same core values as our team. We are fortunate that they consider us a part of their growth for their future.

Our current client base spans a vast array of individuals, including:

  • Senior Executives of Fortune 500 Companies
  • Small Business Owners & Entrepreneurs
  • Hedge Fund and Private Equity Principals
  • Professional Athletes & Sports Broadcasters
  • Family Offices
  • Nonprofits & Foundations

We have found that our clients have similar attributes:

  • Committed to our comprehensive financial planning philosophy
  • High net worth
  • Eager to introduce our practice to their network
  • Philanthropic and charitable
  • Involved in their communities
  • Delightful to work with

Some of the locations where our clients call their home:
Miami    |    New York   |    Boston   |    Los Angeles   |    London   |    Paris   |    Shanghai   |    Singapore   |    Cayman Islands   |    Monaco

Single Project Page 08
New York
Single Project Page 07
Single Project Page 06
Single Project Page 05
Single Project Page 04
Le Saint Jean
Single Project Page 03
Single Project Page 02
Single Project Page 01

Community Involvement

Rose Capital Advisors proudly supports various philanthropic initiatives in our local community. Most notably, Ray of Hope Foundation, Serena Williams Fund, Best Buddies, and Mourning Family Foundation.

Overtown Youth Center logo
Best Buddies logo
Ray of Hope logo
Williams Sister Fund logo

Industry Recognition

We are honored to have been recognized in our industry by the following awards:

Financial Advisor Magazine: One of America’s Top RIAs in 2023; Think Advisor Luminaries Class of 2021; Private Asset Management Award: Best Private Wealth Manager Under $5B – Performance Award (2020); Private Asset Management Award: Best Multi-Family Office – Client Service Under $2 Billion (2019); and InvestmentNews Best Practices Award: Top Performer: Pricing & Profitability (2018)

ThinkAdvisor Luminaries 2021 logo
Private Asset Management Awards 2020 logo
Private Asset Management Awards 2019 logo
2018 Investment News Best Practice Awards Winner logo

2024 Family Office Services (Miami) award and 2024 Philanthropy Advisory (Miami) award, developed by Family Wealth Report (Miami, Latin America, & Caribbean), is based on the period from 1/1/23 to 12/31/23 and was released on January 18, 2024. Neither Rose Capital Advisors nor any of its advisors pay a fee in exchange for this award. Please see here for more information.

FA Magazine Disclosure: 2023 One of America’s Top RIAs in 2023, developed by Financial Advisor Magazine, is based on the period from 12/31/21 to 12/31/22 and was released on July 14, 2023. Neither Rose Capital Advisors nor any of its advisors pay a fee in exchange for this award. Please see here for more information. Financial Advisor Magazine’s RIA Ranking was published in the July/August 2023 edition, and is an independent listing produced by Financial Advisor Magazine. It is based on data gathered by Financial Advisor(FA) from RIA firms. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA’s survey by the deadline. FA verifies AUM by reviewing ADV forms. Neither the RIA firms nor their employees pay a fee to Financial Advisor to be included in the listing. To be eligible for Financial Advisor Magazine’s national ranking of RIAs, firms must be registered investment advisors and provide financial planning and related services to individual clients. The ranking can be found on its website, www.fa-mag.com.

Pam Award Disclosure: 2019 Best Multi-Family Office – Client Service Under $2 Billion, developed by Private Asset Management, is based on the period from August 2017 to July 2018 and was released on February 7, 2019. Neither Rose Capital Advisors nor any of its advisors pay a fee in exchange for this award. Was developed by PAM, now known as With.Intelligence. 2020 Best Private Wealth Manager Under $5bn-Performance, developed by Private Asset Management, is based on the period from August 2018 to July 2019 and was released on February 6, 2020. Neither Rose Capital Advisors nor any of its advisors pay a fee in exchange for this award. Was developed by PAM, now known as With.Intelligence. Please see here for more information. The With Intelligence Private Asset Management Awards are awarded annually by Private Asset Management, a financial services industry trade publication. A panel of independent industry experts selects the winners based on a number of qualitative and quantitative performance indicators. Nomination or receipt of a PAM Award is not necessarily indicative of any particular client’s experience or a guarantee that the firm will perform in the future as it did during the period evaluated by The PAM Awards. The firms nominated are not required to be members of PAM but may incur a cost if they choose to be. Sponsorship of the gala for the awards ceremony is not a prerequisite of the award.

InvestmentNews Disclosure: 2018 Top Performer: Pricing & Profitability, developed by InvestmentNews (Best Practices Awards), is based on the period from January 2017 to December 2017 and was released on November 13, 2018. Neither Rose Capital Advisors nor any of its advisors pay a fee in exchange for this award. Please see here for more information.

Anyone who is not investing now
is missing a tremendous opportunity.
Carlos Slim