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Individuals and Families

You’re financial future is about more than a one-size-fits-all solution.

At Tankel Rosenberg Wealth Management, we believe in a tailored approach to money that supports you and your family.

 

Like a winning team, your financial well-being benefits from diverse expertise. Our compassionate professionals offer valuable insights, proactive guidance, and customized solutions to navigate your ever-changing financial landscape. 

 

We help to filter the economic and market noise so that you can focus on what is really important to you, like pursuing your next milestone.

 

We offer a wide range of services including:

Financial Planning

Income Protection Strategies

Tax Reduction Strategies

Retirement Planning

Tailored Investment Strategies

Wealth Transfer

Business Succession Planning

Executive Compensation Strategies

 

Tankel Rosenberg Wealth Management​

 

20 Walnut Street Suite 200, Wellesley, MA 02481 | (781) 489-6970 x203 | www.tankelrosenbergwealth.com​

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Investment advice offered through Integrated Partners, doing business as Tankel Rosenberg Wealth Management, a registered investment advisor, along with investment advisor representatives, Samuel Diarbakerly and Rex Berger.

Tankel Rosenberg & Company, P.C. and its individual partners are solicitors to Integrated, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners are separate entities from Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners do not provide investment advice and are not registered as an investment advisor. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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