The Rosecliff Investment Management Division delivers comprehensive and personalized wealth management services to our clients. We work with a select number of high net worth families and business to provide the highest level of service.

We are dedicated to providing comprehensive financial planning, investment strategies and lending services to our clients. At Rosecliff, we believe effective wealth planning is more than simply providing investment advice or allocating assets to a diversified portfolio. To us, it’s about understanding the personal and professional goals of each client in order to structure and coordinate a comprehensive solution designed to achieve long-term financial freedom and security.

Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:

Portfolio analysis
Asset Allocation design
Investment management
Stock Option Planning
Estate planning
Retirement planning
Tax planning
College funding strategies
Educational seminars

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.