Financial guidance for individuals, families, and business owners.
(561) 600-7123 Schedule a Consultation
Financial guidance for every stage of life

A clearer strategy for the future you're building.

Rosenfeld Wealth Group helps individuals, families, and business owners protect their income, build a real financial plan, and retire with dignity — with strategy first, not products.

Schedule a Consultation Explore Our Strategies
Based inFlorida
Who we serveIndividuals, families & business owners
Our approachEducation-first, no pressure

Your goals are connected. Your strategy should be, too.

01

Am I saving enough for retirement?

02

Are my investments aligned with my goals and comfort with risk?

03

How can I prepare for future education expenses?

04

Would my family be financially protected if my income stopped?

Questions like these rarely exist in isolation. Our team helps you organize them into one practical conversation — so you can see how each decision affects the others and choose your next step with confidence.

Financial strategies

Strategy first. Products second.

View all strategies →
Life Insurance Life insurance is income protection. If a family member passes away too soon, the people left behind shouldn't face a financial crisis on top of everything else. Protect Your Family → Financial Planning A financial GPS for your life: know your Financial Independence Number and the route to it — starting with a complimentary financial needs analysis. Get Your Financial GPS → Retirement The fear most people carry is outliving their money. We help families plan around it — so you can retire with dignity and keep it. Retire With Dignity →

Start with a conversation. Move forward with clarity.

1 Discover

Discuss priorities, concerns, time horizon, and your current financial picture.

2 Evaluate

Review available strategies, tradeoffs, costs, risks, and product fit.

3 Take the Next Step

Complete approved applications or account steps and schedule ongoing reviews when appropriate.

Our educational approach

Understand the “why” behind each decision.

Financial jargon keeps too many families from acting. We focus on the strategy — where you're going and how to get there — in plain language, so every decision is one you genuinely understand.

An advisor explaining a document to a couple at a conference table
What happens to my family if my income stops?→ What is my Financial Independence Number?→ Why a plan beats a pile of products→ Will my money last as long as I do?→ What does retiring with dignity take?→
The advisory team together in a bright office lobby
About Rosenfeld Wealth Group

Clarity for today. Strategy for what comes next.

Our mission is simple: help people understand their financial choices and take informed action toward meaningful goals — without pressure, jargon, or guesswork.

The team works from one rule: if a recommendation can't be explained clearly enough to be genuinely understood, it isn't ready to be made. Every conversation starts with your goals — not a product.

Disclosures
Meet Rosenfeld Wealth Group
Join our team

Interested in building a career that helps people make informed financial decisions?

The opportunity may include structured training, licensing support, mentorship, and performance-based compensation. Schedules and paths vary by qualification — every detail is explained candidly before you commit to anything.

Explore Career Opportunities
A mentor and a new team member reviewing training materials together

Let's talk about what you're working toward.

Schedule a Consultation Contact the Team

Investment and insurance products are available only in states where representatives are properly licensed and registered. Availability depends on state, licensing, eligibility, and individual circumstances.

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