Today we pull the curtain back on two wealth management pillars: Independent Firms and Bank Owned Firms.  When assessing which direction to take when entrusting your family legacy to a wealth manager, consider what is offered.  From creative planning ideas, to finding the best solution for your capital growth we encourage you to be thorough in your decision making.  To help, we suggest some simple questions to ask and queries to make so that you too can pull back the curtain and continue to Redefine Your Wealth ..read more

In this months episode we talk broadly about investment mindset - are you an investor or a speculator?  Through those lenses we look at real estate, the S&P 500 and alternative investments and their placement in a fulsome investment strategy.  ..read more

Independent, Entrepreneurial and Unconstrained: how our business model puts clients first and helps you discern between great companies and investment opportunities ..read more

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Welcome to the first episode of the Rosedale Family Office Wealth podcast. Every week, Noah Djurfeldt and Rocky Bellotti will talk about wealth, investment, tax, and much more.  This episode is all about family offices. What they are, and why your family may find great benefit from working with a family office. If anything in this episode interests you, or you would like to talk with us further, please find Rocky and Noah at Rosedale Family Office  ..read more