Your life. Your wealth. Your future.

Pursue what matters most

Rottenstein Wealth Management and Consulting

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Three generations in front yard

Trust isn’t built overnight

Our team has earned it by navigating clients and their goals through 10 different bear markets or crashes over the last 30 years. We've earned it by being leaders in our industry and in our community. You have worked hard to build your wealth, so we build multi-generational relationships to preserve are grow that hard-earned legacies. And we use our team's lending and mortgage specialists, insurance advisors, philanthropic support, as well your attorneys, and CPAs to achieve every possible outcome for your family, your business, and your passions.

Who we work with

Who we work with

Wealth, from your point of view

Multigenerational wealth planning

Multigenerational wealth planning

Create a better future. Together.

UBS Philanthropy

With a 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.

The Philanthropy Compass is a practical guide that can help you become an impactful philanthropist by addressing the necessary building blocks and key questions of how to plan your own philanthropy, how to implement it, as well as how to engage with others.

Impact with Investments

Helping families and foundations make impact with the investments

#1

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2021

$10 billion

USD invested in 100% sustainable portfolios4

4ubs.com/Impact/2/2020

#1

Philanthropic Advice

Euromoney Private Banking and Wealth Management Survey, 2011-2021