Rosen Group Private Wealth Management is a leading investment management firm and family office. We specialize in meeting the unique needs of successful individuals and wealthy families via comprehensive financial planning custom-tailored for each of our High Net Worth Individuals and Families. Our unique approach allows for the coordination and management of all the family’s business affairs at one centralized location. Lewis Rosen founded Rosen Group Private Wealth Management in order to provide personal, hands-on wealth management solutions for Wealthy Families, C-Suite Executives, Doctors, and Dentists. Lewis and his team practice a holistic approach that entails client guidance, perspective, and judgment, for a select number of affluent families and fiduciaries who expect and value a higher standard of investment advice. The Rosen Group Private Wealth Management advisory team brings over 150 years of combined experience to the table and has an unparalleled understanding of the sophisticated investment, tax, and risk management strategies needed to create a successful wealth plan that enhances and preserves our clients’ individual needs. They specialize in active, pension-style investment strategies with a focus on handpicked individual securities to effectively manage risk and reduce the overall cost for clients. Rosen Group Private Management’s Family Office division provides an unparalleled array of niche services to Montreal and Toronto’s high net worth communities via a dedicated, in-house Advisory Board which utilizes a formal, inclusive, comprehensive, and transparent process through which a collaborative team of financial advisers work together to grow their clients net worth.