Posted on Monday, November 4, 2024
|
by RoseMark Advisors
|
0 Comments
|
As the exclusive provider of financial services for AMAC members, RoseMark Advisors holds a unique role within the AMAC family. We’re proud of this distinction and take it seriously, having helped thousands of members create long-term strategies for stronger financial futures. With an understanding of what’s most important to AMAC members and a wealth of industry expertise, RoseMark has become one of AMAC’s most valued benefits.
AMAC founder Dan Weber envisioned RoseMark Advisors even before it was established in 2013. He knew that many AMAC members nearing retirement age sought a trusted financial partner aligned with their conservative values. Dan wanted RoseMark to be more than just another financial service provider—he aimed to educate members and offer personalized financial advice that members could rely on.
The turning point came when Dan met local businessman and financial advisor John Caffrey. Together with Caffrey’s associate, Matthew Racanelli, they saw an opportunity to bring experienced, trustworthy financial guidance to a wider audience. With the help of Dan’s daughter, Rebecca Weber, they built a team with the knowledge and values to serve AMAC members well. From the beginning, RoseMark’s staff was trained to provide AMAC members with an exceptional level of service and care.
As AMAC’s membership has grown, so has RoseMark. Today, with a team of eight licensed advisors and three certified financial planners, RoseMark is a New York State-registered investment advisory firm with the fiduciary duty to serve AMAC members’ financial needs. Our advisors take a comprehensive approach to investing, beginning with a detailed cash flow analysis, addressing potential tax impacts, and providing strategies to secure assets.
If recent years have taught us anything, it’s the importance of being prepared for the unexpected. RoseMark is here to safeguard your hard-earned money so you can focus on the future—with confidence that your financial goals are in capable hands.
Read full article here
