Our Process

Introduction

Our process to providing valuable advice begins with understanding your financial priorities and current situation. We are a fee-based advisory, and are completely transparent regarding fees.  We want you to feel comfortable and at ease as you go through this process.  We would encourage a meeting at our office in Glenview. There is no cost or obligation on your part. 

Second-Opinion Review

If we mutually agree that Rosenberg Wealth Management might be the right firm for you, the second step of our process involves a thorough analysis of your financial and investment situation. We will also propose a comprehensive “plan of action” tailored to your objectives. This will be done at no expense to you.

Transition

Should you decide to use us as your investment advisor and provide the required information and signatures, we will facilitate the transfer of assets. We will pay special attention to ensure every transition is done as tax-efficiently as possible and we will work directly with your accountant, attorney and other advisors as needed.

Implementation

After the transition is complete, we will reinvest the assets based upon our agreed plan of action. We will help you through our process of accessing your accounts online, as you become familiar with new statements and (if you choose) set up paperless statement delivery. We will also schedule periodic meetings to review performance and keep tabs on your situation.  Your financial well- being is our utmost concern.  We will do everything possible to help you pursue this goal.