Rothstein Stanley Associates
Rothstein Stanley Associates is a highly experienced financial advisory firm that has been providing innovative solutions for wealth transfer, business succession, and employee benefits for over 50 years. They specialize in creating estate conservation programs, buy and sell arrangements, and employee benefit plans to preserve family wealth, perpetuate businesses to the next generation, and attract and retain top talent.
With a concierge-style approach, Rothstein Stanley Associates collaborates closely with attorneys, accountants, and other advisors to offer comprehensive and sophisticated financial analysis. Their unwavering integrity, extensive product knowledge, and personalized service ensure that families and businesses benefit from sound plans for long-term financial well-being.
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