The financial advisors at Rosenblum Silverman Sutton Investment Council seek to understand all of our clients’ financial needs and goals. Based on this understanding we customize each investment program to serve an individual’s unique situation. We meet personally with every new client so they can determine whether our services are the right fit for them. By listening to them and understanding their goals we are well prepared to take proper action, we then continuously monitor and adjust our clients’ portfolios based on their needs.
It is our job to manage the investment process for you. We strive to get to know your: financial stage in life, risk tolerance, challenges, tax considerations, and investment goals. Our team acts as financial quarterbacks advising you on: mortgage needs, funding a new house, forming an estate plan, financing higher education, and/or referring you to the appropriate legal, mortgage, and estate counsel.
We define our success by building long-term relations with clients who are in partnership with our investment discipline. As a result of these successful
relationships, we often serve several generations of each client’s family including:
grandparents, parents, children, and grandchildren.