Positive Reviews: Customers appreciate the professional advice and management, personalized service, and valuable investment suggestions provided by Rothenberg Wealth Management advisors. They value the transparent and unbiased approach, as well as the holistic planning solutions offered by the company. Clients have reported positive experiences with their financial consultants, highlighting their knowledge, care, and expertise in wealth management. Unique Facts: Rothenberg Wealth Management was founded in 1979 and offers a holistic approach to financial planning. The advisors work on a salary basis and do not receive compensation for transactions, ensuring unbiased recommendations. The company does not own any internal products, allowing them to make independent recommendations tailored to each client's goals. Specialty: Rothenberg Wealth Management specializes in offering mutual funds, stocks, and bonds, in addition to providing holistic planning solutions that encompass tax, legacy, insurance, and risk management. The advisors assess each client's risk tolerance and investment history to create customized plans for specific financial goals such as education, retirement, asset acquisition, startup of business, or recreation.