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Rosenwald Private Wealth Embarks on a New Journey of Independence

Rosenwald Private Wealth, a prominent wealth management firm based in Baltimore, has officially joined Indivisible Partners, marking the beginning of a new chapter for the firm. This strategic move allows Rosenwald to operate as an independent advisory entity while continuing to deliver exceptional service to its clients, a hallmark of the firm for nearly three decades.

Led by seasoned professionals Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik, Rosenwald Private Wealth oversees approximately $1.1 billion in assets. The advisory team is dedicated to high-net-worth and ultra-high-net-worth clients, including multigenerational families who require tailored financial solutions. The firm’s comprehensive planning services encompass investment management, retirement planning, estate considerations, charitable giving, and risk management.

The decision to join forces with Indivisible Partners aligns with the firm's commitment to adapt and respond to its clients' evolving needs. Beth Rosenwald, Founding Partner, articulated this sentiment perfectly: "Independence allows us to maintain the relationships and planning philosophy that have guided our practice while providing additional flexibility in how we operate and support clients."

This new alliance provides Rosenwald Private Wealth with the necessary operational support, innovative technology resources, and strategic solutions to enhance its advisory services without compromising its unique identity. John Thiel, Executive Chairman and Co-Founder of Indivisible Partners, praised the team's dedication to client service, stating, "Their focus on trust, stewardship, and multigenerational planning aligns closely with our mission of helping advisors build enduring independent businesses."

As the firm transitions into this fresh phase, its mission remains consistent: to provide personalized guidance and foster meaningful relationships that empower clients to make informed decisions about their wealth and legacies. The firm’s dedication to thoughtful and strategic advice continues to be the guiding principle as it expands its services and capabilities.

Rosenwald Private Wealth's service offerings are designed not only to meet investment goals but also to ensure that clients experience a holistic approach to wealth management. The integrative framework employed by the firm emphasizes understanding each client's unique circumstances and aspirations. This allows the advisory team to craft tailored strategies that align with their clients' long-term financial objectives.

As the firm embarks on this new journey, the team is eager to continue building on its legacy of exceptional service and successful client outcomes. This move is not just an evolution but a reaffirmation of the firm’s commitment to its clients and the communities it serves. The future looks bright for Rosenwald Private Wealth as it strives to enhance client experiences through innovative solutions while maintaining a focus on integrity and personalized advice.

About Indivisible Partners

Indivisible Partners is a privately held advisory firm that aims to redefine independence for elite advisory teams. By combining a supportive and innovative platform with genuine ownership and high-touch assistance, the firm empowers advisors to enhance client outcomes and create lasting enterprise value. Headquartered in Clearwater, Florida, Indivisible Partners is a federally registered investment advisor, dedicated to fostering collaborative cultures within its networks.

About Rosenwald Private Wealth

Baltimore-based Rosenwald Private Wealth provides comprehensive wealth management services through its partnership with Indivisible Partners, LLC. The firm's primary focus lies in investment advisory, financial planning, retirement strategies, and legacy planning for individuals and families. Under the leadership of qualified professionals, the firm remains laser-focused on its mission to simplify complex financial decisions and support its clients through long-lasting relationships and personalized service.