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Meet the Team

Expertise. Compassion. Know-how.

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

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Stephen C. Tankel, CPA, MST

Partner/Owner

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Sheldon Rosenberg, CPA, MST

Partner/Owner

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Samuel Diarbakerly

Partner/Private Wealth Advisor

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Rex Berger

Private Wealth Manager

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Brandon Franco

Senior Private Wealth Relationship Manager

The Integrated Partners Team

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Steve Kolano, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

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William Beaudoin,

CFS, CBEC
Vice President of Case Design

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Gregory Freeman
Advanced Planning Specialist

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Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.

 

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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