Brett D Caffrey-Morgan Stanley

"I strive to apply my experience in a tailored way to guide you when times get tough. My mission is to forge a lasting bond with you, and help you navigate your finances."

We help successful people address the complex challenges of managing wealth, so they can focus on their careers, their families and their life goals.

Rosenzweig & Associates is a leading financial services firm based in Wayne, PA, dedicated to helping individuals and families achieve lifelong wealth. With a comprehensive range of services, including financial planning, investment management, tax planning, and insurance services, they strive to provide everything their clients need under one roof. Their team of experienced professionals is committed to tailoring strategies to each client's unique goals and aspirations, ensuring a personalized approach to financial success. Recognized for their expertise and commitment to client satisfaction, Rosenzweig & Associates has received accolades such as being named a top Registered Investment Advisor (RIA) by Financial Advisor Magazine multiple years in a row. They are also recognized as a Best Place to Work for Financial Advisors by Investment News. With a focus on the client experience and a dedication to lifelong wealth, Rosenzweig & Associates is a trusted partner for individuals and families at all stages of life.Generated from the website