$1.6 Billion
Assets under 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
$1.6 Billion
Assets under management
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager