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Where Is the Market Headed? Should You Invest in Exchange Traded Funds? What Smart Investors Know Global and International Funds Are Alternative Investments Right for You? Emerging Market Opportunities It May Be Time for a Financial Checkup

Jack J. Rothenberg, CFS®


Jack seeks to help his Clients achieve financial freedom and independence through establishing clear goals and financial discipline. He also addresses, with his Clients, their unique needs in preparing a plan that takes into consideration their goals, time frames and risk tolerance. He is committed to educating his Clients to make well-informed decisions and to find meaningful financial strategies.


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We Are Here For You

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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