Rosengard Wealth Management Services has evolved...
Exclusively for business owners and accredited investors, R4®provides estate, business, and retirement advisory services.
R4® combines the unique abilities of more than forty (40) team members to provide sub-specialty expertise in:
• Multi-Generational Wealth Protection •
• Retirement Distribution Strategies •
• Key Employee Retention Plans •
• Business Succession Planning •
• Group Employee Benefits •
• Financial Assets •
The firm’s three (3) core operating divisions offer the perfect combination of sub-specialty expertise and “one stop” shopping. The Insurance Services, Financial Assets, and Group Employee Benefits divisions operate either independently or interdependently based on our clients' objectives and provide them with customized Risk & Wealth Solutions® . R4® has an organizational structure, deep bench, and structured processes that are unmatched in the region. Our focus and size deliver a unique service platform that is specifically designed for business owners and accredited investors. At all times, at least three (3) team members maintain an intimate working knowledge of our clients’ financial objectives and funding resources. As such, our clients experience the benefits of diversity, stability, and continuity. We are thrilled to announce that over the past five years, 92% of our new clients were recommended to us by their CPA, tax attorney, or one of our existing clients. Almost exclusively, our new clients have been business owners and/or accredited investors who utilized our unique skills and resources to identify and help eliminate the financial hazards that would have otherwise harmed their families and/or businesses. The core operating divisions of R4® were founded in 1978. Together with its on-site team of experienced financial professionals, affiliated resources, and deep bench, R4® is equipped to analyze your situation, research appropriate options, and is poised to offer you customized Risk & Wealth Solutions® . Reproduction of this material is expressly prohibited without prior authorization from this owner.
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