Our mission is to support Canadians through every stage of their financial journey, ensuring a holistic approach that amalgamates retirement planning, estate planning, and investment management. We are rooted in the values of independence and integrity, allowing us to truly focus on our clients' unique needs and long-term goals.
About:
Rothenberg Wealth Management is a leading independent financial advisory firm based in Calgary, providing personalized investment and wealth planning solutions. With over 37 years of experience, we pride ourselves on delivering transparent and unbiased advice to clients across Canada.
Our mission is to support Canadians through every stage of their financial journey, ensuring a holistic approach that amalgamates retirement planning, estate planning, and investment management. We are rooted in the values of independence and integrity, allowing us to truly focus on our clients' unique needs and long-term goals.
Our mission is to support Canadians through every stage of their financial journey, ensuring a holistic approach that amalgamates retirement planning, estate planning, and investment management. We are rooted in the values of independence and integrity, allowing us to truly focus on our clients' unique needs and long-term goals.
Our Services
At Rothenberg Wealth Management, we offer a suite of financial services designed to meet your unique needs.
✔️ Comprehensive investment solutions
✔️ Retirement planning tailored to your lifestyle
✔️ Estate and legacy planning to secure your family's future
✔️ Tax planning to enhance your financial benefits
✔️ Insurance planning for added security
Our dedicated team is here to guide you through every aspect of wealth management.
✔️ Comprehensive investment solutions
✔️ Retirement planning tailored to your lifestyle
✔️ Estate and legacy planning to secure your family's future
✔️ Tax planning to enhance your financial benefits
✔️ Insurance planning for added security
Our dedicated team is here to guide you through every aspect of wealth management.
Why Choose Us?
Choose Rothenberg Wealth Management for your financial planning needs.
✔️ Trusted expertise with over 37 years in the industry
✔️ Tailored financial and investment strategies for individual situations
✔️ Committed to client relationships and personalized care
✔️ Transparent and unbiased advice, prioritizing your interests
✔️ Full range of services, from retirement to estate planning
Experience peace of mind and financial prosperity. Contact us today to schedule a consultation!
✔️ Trusted expertise with over 37 years in the industry
✔️ Tailored financial and investment strategies for individual situations
✔️ Committed to client relationships and personalized care
✔️ Transparent and unbiased advice, prioritizing your interests
✔️ Full range of services, from retirement to estate planning
Experience peace of mind and financial prosperity. Contact us today to schedule a consultation!
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Location & Hours:
- Mon: 7:30 AM - 3:30 PM
- Tue: 7:30 AM - 3:30 PM
- Wed: 7:30 AM - 3:30 PM Closed
- Thu: 7:30 AM - 3:30 PM
- Fri: 7:30 AM - 3:30 PM
- Sat: Closed
- Sun: Closed
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