Understanding Comes from experience
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 $1 Billion 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.
At Gottlieb Rose Wealth Management, we are our clients' confidants, advocating to deliver what is most important to them. Advice. Beyond investing. Our team views planning as the core of this advice. In fact, we see it as the foundation of fully integrated wealth management. To us, there is no better way to deliver the right solutions for your needs than through a plan that evolves with you over time, generation after generation.
We have helped our clients navigate every type of market environment, diligently monitoring trends and investment opportunities. But for us, a comprehensive financial plan based on a deep and insightful exploration of your goals and priorities is the key to achieving financial success. And though we are an experienced and seasoned team of professionals with access to the world’s largest suite of industry-leading resources and solutions, what matters most to us is that our clients know how much we care.