Rose Wealth Management Group is a team of financial advisors at UBS Financial Services Inc. located in Short Hills, NJ. They offer comprehensive financial planning services to help clients achieve their short-term needs while staying focused on their long-term goals. With a commitment to quality client service, the team strives to develop long-term relationships and be the primary source of financial advice for their clients.
Led by David Doc Rose, a Director and Portfolio Manager, the team brings a wealth of knowledge and experience in portfolio construction and market understanding. They aim to create a family-like experience for their clients, keeping them actively engaged and inspiring them to refer friends and colleagues. With a passion for helping people succeed, Rose Wealth Management Group provides customized strategies for retirement planning, long-term care planning, and sustainable investing.
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