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 24 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.

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Gareth Evans

Director of Business Development

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Mitch Romano

Director of Operations

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Ashley Kulju

Financial Advisor | Brand Strategist

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Jonathan Binns

Investment Associate

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Jamel Gordon

Financial Advisor

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Mike Reardon

Director of Client Solutions

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Donovan Ford

Business Development – Sports & Entertainment

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Jodi Rose

Executive Assistant | Office Manager

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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

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New York
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Le Saint Jean
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London
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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.

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Best Buddies logo
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Industry Recognition

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

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 Investment News Best Practices Award: Top Performer: Pricing & Profitability (2018)

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2018 Investment News Best Practice Awards Winner logo
Anyone who is not investing now
is missing a tremendous opportunity.
Carlos Slim