Driven by your life's goals Holistic wealth management

Gottlieb Rose Wealth Management Rachel E. Gottlieb, William J. Rose, Kayla Gayle Gager, Jonathan Zucker, Kasten Randolph Carter, James Ledyard Caselli

Gottlieb Rose Wealth Management






299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171

At Gottlieb Rose Wealth Management, our mission is to ensure that you and your family are best positioned to achieve your goals using the resources of a premier global world class firm, while delivering the personalized touch of a family office. Our team manages over $950 Million in assets from our office in New York City. Each and every family receives white glove service from the partners of the group. Our goal is to preserve and grow our client's capital while concentrating on their overall goals and needs.

We believe that it is crucial for each client to have a holistic financial plan. We focus on multi-generational planning, including helping our clients with retirement, education, insurance, charitable giving and wealth transfer strategies. We are our clients' confidants, advocating to deliver what is most important to them. Advice. Beyond investing.

In the media

  • "Dreaming of retiring abroad? Here’s what you need to know," CNBC, September 14, 2020
  • "Here’s A Simple Way This $950M UBS Advisor Keeps Clients Happy," Forbes, March 11, 2020
  • "Teaching Your Kids Common Cents," Barron's Dec 1st, 2019
  • The Final Round, Yahoo finance, August 5, 2019
  • "Finance on the Move", Yahoo Finance Live, April 12, 2019
  • “How to Help Different Generations With Retirement Savings Challenges,” Plan Sponsor, February 6, 2018
  • “Getting a divorce? Do these 3 things first,” Fox 5 News, January 24, 2018
  • “UBS wealth manager's 2018 investment outlook,” Fox 5 News, January 3, 2018
  • “Why Are So Many Women Being Forced To Pay Their Abusers?,” Nylon Magazine, August 11, 2017
  • “The Next Generation of Financial Advice,” Mornings with Maria, Fox News, July 26, 2017
  • “Millennial Mediator: 37-Year Old Financial Advisor Leads Couples Through Tough Divorce Choices,” Forbes, July 25, 2017
  • “Rachel Gottlieb - Beyond Mom Interview,”, July 17, 2017
  • “10 Financial New Year’s Resolutions You Should Make Now,” Barron’s Next, December 26, 2016
  • “How to Spend Your Holiday Bonus,” Barron’s Next, December 21, 2016
  • “Six Tips to Manage Your Family’s Finances from a Financial Advisor,” DNAinfo, August 7, 2014
  • “Successfully Advising a Divorce Settlement,” Private Asset Management Magazine, September 2014
  • “Talk to Clients Now About Philanthropic Planning,” Financial Advisor IQ, October 9, 2014
  • “FLP’s vs. LLC’s: Which is Better for Wealthy Families,” OnWallStreet, May 22, 2015
  • “When dollars make sense to young children,” Scarsdale Inquirer, July 8, 2016
  • “Scarsdale Mom Solves ‘Dollar Dilemma’ With Book Teaching Value of Money,” Daily Voice, August 1, 2016
  • “Rachel Gottlieb - Teaching Kids to Spend, Save, Give and Invest,” Jill On Money, August 10, 2016
  • “Parents Explain to Kids Why They Work,” Vogue, August 19, 2016
  • “Women and Retirement: How to Save Enough,” Barron's, November 3, 2016

Rachel Gottlieb has been recognized as an industry leader.

  • On Wall Street Top 40 Advisors Under 40, 2020
  • Forbes America's Top Women Advisors, 2018, 2019, 2020
  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Working Mother Magazine Top Wealth Advisor Moms, 2017, 2018, 2019, 2020
  • Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018, 2019
  • Forbes Top 200 Women Advisors, 2017
  • UBS Top 35 Under 35, 2014, 2015

William Rose has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020


Planning for the future

Planning for the future

Is your network secure?

Is your network secure?