Rosenblum Wealth Management joins Advisor Group
Advisor Group, a network of independent wealth management firms, has added Rosenblum Wealth Management, a solo practice based in Jupiter, Florida, and Flemington, NJ, that oversees USD173 million in total client assets.
Rosenblum Wealth Management joins Advisor Group through its subsidiary and network member firm SagePoint Financial. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors, and Woodbury Financial Services.
Led by CEO Lee Rosenblum, a 30-plus-year veteran of the financial services industry, Rosenblum Wealth Management specialises in investment management services, tax services, life insurance products and long-term care solutions.
Desireé Sii, President and CEO of SagePoint Financial, says: "Dedicated financial professionals are always looking to enhance their clients' experiences through the best platforms, technology and culture. We are excited that Lee and his team found the right fit with SagePoint and Advisor Group, and we look forward to supporting his continued growth and the development of his service-driven approach."
Rosenblum says: "The flexibility provided at SagePoint was a clear driver of our decision to join the larger Advisor Group family. But the cultural fit that we found with the team at SagePoint made our choice much easier. I am excited to work with Desireé and the entire team at SagePoint and Advisor Group to take full advantage of the services our new platform offers."
Greg Cornick, Advisor Group's President, Advice & Wealth Management, says: "We're pleased that Rosenblum Wealth Management joined the Advisor Group family through SagePoint. It is a testament to Desireé's relationship and management style that she and the excellent recruitment professionals on her team continue to partner with such incredible financial professionals. Advisor Group's momentum continues to enhance its position as a preferred partner that leverages technology to help our financial professionals grow their businesses and serve their clients efficiently."