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Our Why

Here to listen and speak your language.

Finances can be confusing. By breaking down complex concepts into digestible information, we help you understand and feel good about the management of your money. 

 

Our philosophy centers on you. We take a multi-faceted approach that encompasses your investments, tax, legal, financial planning, and insurance needs to ultimately determine…

What is your money for?

How much do you truly need to retire?

What is the most efficient way to transfer your assets to the next generation?

We recognize that true financial well-being goes beyond managing investments. That’s why we design personalized financial plans, seeking to optimize both cash flow and investments, aligning them seamlessly with your specific goals.

 

Committed to you, your business, and your family. 

 

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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