A complete list of active advisors currently associated with Rothschild Wealth LLC
Warmer can help you find a great advisor at Rothschild Wealth LLC or one who fits your needs even better.
Rothschild Wealth LLC advises individuals and high‑net‑worth clients as well as corporate executive groups, trusts, pension and profit‑sharing plans, and other institutional and tax‑exempt entities. Its services include financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting and 401(k) participant portfolio recommendations, plus coordination of tax and estate planning and selection of third‑party sub‑advisers. The firm constructs portfolios using asset‑allocation models that incorporate a client’s objectives, time horizon, tax circumstances, and risk tolerance, and it uses quantitative methods, optimization tools, third‑party software, and sub‑advisers to implement and monitor strategies across mutual funds, ETFs, individual equities, fixed income, and pooled vehicles. Rothschild Wealth also provides ongoing monitoring and rebalancing, may employ option strategies and limited leverage in certain cases, and delivers institutional services such as investment policy development, manager screening, and vendor selection for retirement plans. Notable features that distinguish Rothschild Wealth from many multi‑team peers are its affiliations and product roles: certain advisory professionals are registered representatives of affiliated broker‑dealer Rothschild Investment LLC and may receive transaction‑based compensation, advisors may place insurance business through affiliated agencies (Sentinus Insurance Services and MM Money Managers Insurance Services) and receive commissions, and the firm serves as investment manager to an affiliated private fund that may pay performance‑based fees. The firm also operates a related technology and manager platform (Advisor Op), all of which the brochure identifies as potential conflicts of interest for clients to consider.
To learn more about the advisors currently working at Rothschild Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Rothschild Wealth LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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