Morey Goldberg serves as the President of Rose Glen, LLC, where he leverages his extensive expertise in estate planning, financial analysis, and insurance to guide high net worth families and their advisors through the complexities of wealth transfer planning. With a strong commitment to service...
Morey Goldberg serves as the President of Rose Glen, LLC, where he leverages his extensive expertise in estate planning, financial analysis, and insurance to guide high net worth families and their advisors through the complexities of wealth transfer planning. With a strong commitment to service and integrity, Morey is dedicated to developing tailored strategies that not only preserve wealth but also facilitate its seamless transition across generations. Under his leadership, Rose Glen Advisors has successfully implemented innovative wealth accumulation strategies, utilizing structured insurance and annuity vehicles that align with clients' long-term financial goals.
In his role, Morey spearheads key projects that focus on enhancing clients' financial security through meticulous asset management and strategic asset allocation. His proficiency in financial modeling and due diligence allows him to assess and optimize investment opportunities, including hedge funds and mergers & acquisitions, ensuring that clients are well-positioned to navigate the ever-evolving financial landscape. Morey’s holistic approach to wealth management encompasses not just the technical aspects of financial planning but also the emotional and relational dynamics that come with managing significant wealth.
With a keen eye for detail and a passion for empowering families, Morey Goldberg continues to build lasting relationships with clients, providing them with the insights and strategies necessary to achieve their financial aspirations. His commitment to excellence and innovative thinking has established Rose Glen, LLC as a trusted partner in wealth management, making a meaningful impact on the lives of those he serves.
