Joel Solomon Email & Phone Number

Non-practicing attorney/MBA working with individuals, families, private company owners and professionals on investments.At Rothschild Wealth Partners, you're not just a client; you're a valued partner in a legacy that spans over 110 years. Since our founding in 1908, we've evolved from a regional brokerage firm into an employee-owned, full-spectrum boutique with over $6 billion in assets under advisement. Our mission has always been clear: empower you to understand your financial landscape, guide you in growing your wealth, and strategically implement measures to safeguard your future.Your financial journey is unique, and we honor that by offering customizable investment solutions, rather than relying on preset models. Whether it's adapting to alternative investments or applying rigorous risk management strategies, we're here to protect against the downside while maximizing your potential.As a dedicated Managing Director/Partner at Rothschild Wealth, I am committed to continuous learning in investments, tax strategies, and financial planning. This relentless pursuit of knowledge ensures that you receive the highest quality service, helping to unlock your financial potential.We partner with affluent families, business owners, and executives to navigate the complexities of wealth management. Together, we make sure you're not just prepared for life's changes, but that you thrive through them. When life changes, we know how to help.Read these Important Disclosures: https://rothschildwealth.com/disclosures/

Listed skills include Investments, Private Equity, Investment Management, Portfolio Management, and 16 others.