Rosenwald Private Wealth Joins Indivisible Partners Platform
Baltimore-based Rosenwald Private Wealth, managing approximately $1.1 billion in assets, has joined the Indivisible Partners platform. The move allows the firm to operate independently and expand client service capabilities.
Baltimore-based wealth management firm Rosenwald Private Wealth has joined the platform of Indivisible Partners, an advisor-owned growth partnership. The firm manages approximately $1.1 billion in assets and includes seven advisory team members serving high-net-worth and ultra-high-net-worth individuals and multigenerational families.
Rosenwald Private Wealth will continue to operate as an independent advisory firm, maintaining its nearly three-decade-old approach to client service with enhanced flexibility. The firm offers comprehensive planning that extends beyond investment management to include retirement planning, trust and estate considerations, charitable giving, risk management, tax strategy, and wealth transfer solutions.
"At the center of this decision is our commitment to serving clients in a way that reflects their evolving needs," said Beth Rosenwald, Founding Partner of Rosenwald Private Wealth. "Independence allows us to maintain the relationships and planning philosophy that have guided our practice while providing additional flexibility in how we operate and support clients."
Indivisible Partners will provide Rosenwald Private Wealth with operational infrastructure, security, technology resources, and support services. This partnership supports Rosenwald Private Wealth's goal of operating independently while retaining its unique identity. Indivisible Partners' leadership highlighted the Rosenwald team's strong reputation and client dedication, as well as their focus on multigenerational planning.