With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Daniel G Rothschild

Financial Advisor

Managing Director
Learn more about Daniel G Rothschild

Michael M Rothschild

Financial Advisor

Managing Director
Learn more about Michael M Rothschild


Our team

Ginger Tedesco

Client Service Associate