OUR STORY Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions. This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals. Today we are offering more comprehensive solutions for our clients than ever before. We continue to adapt our business so that our clients and their families can enjoy financial success today and in the years ahead. OUR MISSION Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way. We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way. So you and your family can focus on all the things that matter most.