Let's move forward. Together.

Gottlieb Rose Wealth Management

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 $1.6 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. 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,” Beyondmom.com, 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
Students sitting on floor

$1.6 Billion

Assets under management


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Rachel E. Gottlieb Photo.

    Rachel E. Gottlieb, CFP, CDFA

    Managing Director–Wealth Management

    Financial Advisor

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    An industry veteran since 2002, Rachel is one of the partners and co-founder of Gottlieb Rose Wealth Management and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.

    As one of UBS’s elite Private Wealth Advisors, Rachel has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.

    Rachel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Certified Divorce Financial Analyst™ (CFDA™) and has the expertise to help clients make well-informed financial decisions pre- and post-divorce.

    Rachel was appointed to the influential UBS Financial Advisor Advisory Council (FAAC) in 2021. The FAAC, a select group of 14 Financial Advisors who represent all UBS Advisors, addresses the critical issues and concerns that ultimately help Advisors better serve their clients. Her professional licenses include the Series 7, 31, and 66, as well as the Life, Accident and Health Insurance license and Variable Annuities.

    Rachel is the author of Zac's Dollar Dilemma, a book that teaches children to spend, save, give, and invest. She has spent time with children in schools, bookfairs, and recently helped with BlackRock’s Bring Your Kid to Work Day. She also dedicates her time as a volunteer for Savvy Ladies, a financial advice hotline for women.

    Rachel has a BS in Finance & Marketing from Lehigh University. Rachel lives in Westchester with her husband, Josh and two children, Zac and Lexi.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • On Wall Street – Top 40 Advisors Under 40, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

    • Lehigh University , Bachelor of Science : 1998 - 2002
    • Certified Divorce Financial Analyst
    • CERTIFIED FINANCIAL PLANNER™
    299 Park Avenue
    New York, NY 10171
  • William J. Rose Photo

    William J. Rose

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • WA

    An industry veteran since 1999, William is one of the partners and co-founder of Gottlieb Rose Wealth Management and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.

    As one of UBS's elite Private Wealth Advisors, William has completed comprehensive training in financial planning, asset allocation and wealth planning strategies.

    William's professional licenses include the Series 7 and 66, as well as licenses for Life, Accident and Health Insurance and Variable Annuities.

    His bachelor's degree is in Psychology and Sociology from the University of Massachusetts at Amherst.

    Outside of the office, Will is very active in the community, having held various positions at New York Chapter of the Crohns and Colitis Foundation, including President, Vice President, and currently Treasurer. In 2018, William was honored at the annual Crohn's and Colitis Foundation Gala as the "Man of the Year." Will is also involved in the Bergen County, N.J. chapter of UJA.

    He spends his free time coaching his children's sports team and training at CrossFit.

    He lives in Woodcliff Lake, New Jersey with his wife, Devyn, sons, Jagger and Bodie and dog Nova.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • University of Massachusetts at Amherst, Bachelor of Arts: 1995 - 1999
      299 Park Avenue
      New York, NY 10171
    • Kayla Gayle Gager Photo

      Kayla Gayle Gager

      Senior Wealth Strategy Associate

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      As our Wealth Strategy Associate, Kayla's primary focus is providing outstanding service to our clients. She works closely with the team to provide timely execution of trades and product updates. Kayla works seamlessly with the firms trading desks, conducts manager due diligence and monitors new investment offerings from the firm.

       

      Kayla began her financial services career with UBS Financial Services in 2011. She is a graduate of Syracuse University with a B.A. in Finance. She lives in Brooklyn and enjoys seeing jazz shows, traveling, and enjoying the company of family and friends. In addition, she holds the Series 7, 63 and 65 designations.

       

      Registered States:  AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NY, PA, VA

       

            299 Park Avenue
            New York, NY 10171
          • Liz

            Elisabeth Traupman

            Authorized Officer

            Senior Wealth Strategy Associate

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            Elisabeth Traupman joined UBS Financial Services in 2021 and brings over fifteen years of corporate and financial services experience to the Gottlieb Rose Wealth Management team.

             

            Working primarily with affluent individuals and families, Elisabeth specializes in financial planning, insurance, and lending.  She is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Elisabeth understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.

             

            Elisabeth resides in Greenwich, CT with her husband, Gabe. She studied Finance at Villanova University and Wagner College and has earned Series 7, 63 and 66 securities licenses as well as her life/health insurance license. Outside of work, Elisabeth enjoys hiking, traveling, and spending quality time with her family and friends.

                  299 Park Avenue
                  New York, NY 10171
                • Kasten Randolph Carter Photo

                  Kasten Randolph Carter

                  Wealth Strategy Associate

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                  As one of the CSA's in our group, Kasten works hand in hand with each client to accomplish requests with ease in a timely fashion. Kasten has an in-depth knowledge of how to perform a variety of different tasks and focuses on client service and experience.

                   

                  Kasten attended SUNY Albany, where he studied Finance and Management.  After graduation, Kasten worked at AXA Advisors, where he earned his Series 7 and Series 66 licenses. In the winter, he enjoys traveling the country to snowboard. In the summer, he spends his time boating, wakeboarding, and heading to the beach with friends and family. 

                        299 Park Avenue
                        New York, NY 10171
                      • James

                        James Caselli

                        Client Associate

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                        James attended CUNY College of Staten Island, as a member of the Verrazano Honors Program, where he earned his Bachelor of Science in Finance. During his college career, James was a frontrunner in the school’s business department, leading the college trading room, as well as being recruited for various leadership responsibilities throughout his tenure.  In his spare time, James enjoys spending time with friends and family, maintaining his health and fitness with exercise, as well as playing basketball.

                              299 Park Avenue
                              New York, NY 10171

                            What did the Fed say?

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager