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FIVE STAR WEALTH MANAGER

Our Firm                            

Rothstein Wealth Management, LLC is an Independent Financial & Registered Investment Advisory Firm headquartered in Southern New Jersey. The advisory firm is owned and operated by a Certified Public Accountant (CPA) with a complement designation of Accredited Personal Financial Specialists (PFS) and Certified College Planning Specialist (CCPS). 

Rothstein Wealth Management is a full service financial and investment firm that helps the individual and business owner to design and implement sound financial strategies. Our firm operates under the theory that the best realized net results are achieved through the integration of tax, financial and investment planning strategies together, not separately.

• We devote our time to the fields of taxation, investments and financial planning.

• We stay abreast of changes to the rules and regulations, and are able to provide advice on the impact these changes may have on your particular situation.

• We grow your portfolio over the long-term, using our proven and effective strategies with less risk, resulting in greater gain and more security.

• We individually custom-tailor the client's portfolio and financial picture using our time-tested investment and retirement planning strategies that seeks to provide inflation-adjusted income for life, so you never run out of money.

The coordination of your plan services to lessen risk and keep tax liability to a minimum; all this will be done in plain English, not legalese. We will work together every step of the way to accomplish all your goals.

Please visit our website for parents and future college students dedicated to College Financial Planning by clicking the following link: www.College-Financial-Planning.com.

You can  visit our website for all your tax and business needs by clicking the following link: www.RothsteinAssociates.com.

Voted "FIVE STAR: Best in Client Satisfaction Wealth Manager for 2009 & 2010" 

      Second Time Winner to be featured in the November 2010 Philadelphia Magazine