Advisors at this firm
Joseph L
CFP®
Indianapolis, IN
Private Counsel Group, Ltd.
Joseph La Rosa is a CFP® professional with six years of industry experience, currently advising at Private Counsel Group, Ltd. He has worked at LaRosa & Co. LLC since 1976. Private Counsel Group, Ltd. offers investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $116 million for about 63 clients using a long-term, "less is more" investment approach that emphasizes diversified portfolios built around ETFs, mutual funds, equities, and fixed income, typically managed on a non-discretionary basis.
Anthony L
CFP®, Series 63, Series 66
Indianapolis, IN
Private Counsel Group, Ltd.
Anthony Larosa is a CFP® professional with 28 years of industry experience, currently serving with Private Counsel Group, Ltd. in Indianapolis, Indiana. His prior experience includes roles at American Global Wealth Management, Inc., WWK Investments, Inc., and J.J.B. Hilliard, W.L. Lyons. He also holds a role as a licensed insurance agent, selling fixed insurance products. Private Counsel Group, Ltd. offers investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $116 million across about 63 clients and follows a long-term, top-down investment approach that emphasizes diversified portfolios including ETFs, mutual funds, equities, and fixed income.
Amber K
Series 65
Indianapolis, IN
Private Counsel Group, Ltd.
Amber Knutson is a financial advisor at Private Counsel Group, Ltd. in Indianapolis, holding a Series 65 designation with three years of industry experience. She has worked at Private Counsel Group since 2020 and is also involved with Sunshine Virtual Solutions, LLC. Private Counsel Group, Ltd. serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $116 million across 63 clients. The firm emphasizes a long-term, “less is more” investment approach, focusing on diversified portfolios built around ETFs, mutual funds, equities, and fixed income, with a predominance of non-discretionary account management.
