Todd S Rosenfeld, CFP®, RICP®

Wealth Management Advisor

Welcome, from Todd Rosenfeld and our team

Financial success doesn't happen by chance; it has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline, and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A resourceful financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

Our team will help you take an honest assessment of your current financial standing and with you, determine your desired outcomes. By way of a thoughtful, deliberate process, we will then assist you in building, executing, and maintaining a strategic plan that inspires confidence, and helps create financial security for you and your family. Through our close work and partnership with our clients, we strive to be a trusted, valued advisor in the center of your financial life.

Our passion is to relieve the stress of financial planning and give you confidence, so that you can spend your life living.

Let us help ensure that you achieve your financial goals to secure the future you envision.

Signatures

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

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