Rosenberg Asset Management

Rosenberg Asset Management is a family-owned and operated business dedicated to providing exceptional financial services to individuals and businesses in the Sarasota, Florida area. Our mission is to provide personalized, uncompromising service to each and every client, regardless of the size of their account. We believe in the power of our independence, combined with the dynamic services of Summit Brokerage and Pershing LLC, to give our clients the tools that are available to the largest institutions and wealthiest investors, tailored to a local level.

Our Philosophy

At Rosenberg Asset Management, we understand that financial planning is not a one-size-fits-all proposition. That's why we take the time to get to know each client, their financial goals, and their unique needs. We believe in a disciplined approach to investing, tailored to meet the specific needs of each client. Our team of professionals has years of experience in financial services, and we are committed to helping you address your financial needs for today and for many years to come.

Our Services

We offer a wide range of financial services, including retirement planning, investment management, estate planning, insurance, and tax planning. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help you navigate the complex world of finance and make informed decisions about your money. Our goal is to provide you with the knowledge and tools you need to make the most of your financial resources.

Our Team

Our team of professionals is dedicated to providing exceptional service to each and every client. We believe in the importance of building strong relationships with our clients, and we take the time to get to know you and understand your unique financial needs. Our team includes experienced financial advisors who are committed to helping you achieve your financial goals.

Community Involvement

At Rosenberg Asset Management, we believe in giving back to our community. We are involved in a variety of local organizations and charities, and we are committed to making a positive impact on the lives of those around us. We believe that by working together, we can build a stronger, more prosperous community for everyone.

Insights

We offer a variety of resources to help you stay informed about the latest trends and developments in the world of finance. Our blog features articles on a wide range of topics, from retirement planning to investment strategies, and our video library offers informative videos on various financial topics. We also offer a variety of calculators and tools to help you make informed decisions about your money.

Money and Lifestyle

At Rosenberg Asset Management, we understand that money is not just about numbers; it's about the life you want to live. That's why we take a holistic approach to financial planning, considering not just your financial goals, but also your values, lifestyle, and long-term aspirations. Whether you're planning for retirement, saving for a child's education, or simply looking to improve your financial security, we can help you create a personalized financial plan that aligns with your goals and values.