Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families

Awards & recognition

  • David Rothstein, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Michael Rothstein, Ameriprise Circle of Success, 1988-2023
  • Michael Rothstein, Ameriprise Circle of Success Diamond Ring, 2011

Our Core Values

  1. People: The wellbeing and interconnection of our families, clients, staff, community, and self
  2. Teamwork: Collaboration, leadership, continuity, and diversity are fundamental in achieving our goals
  3. Balance: Striving to harmonize living and planning by simplifying the complexities in decision making
  4. Growth: We're great because we're always focused on getting better
  5. Excellence: What we do, we do well, consistently and with purpose