Wealth Transfer • Wealth Accumulation
Rose Glen, LLC is committed to providing innovative wealth transfer solutions to ultra-high net worth families across the country.
Wealth Transfer • Wealth Accumulation • Investments
Rose Glen, LLC is committed to providing innovative, custom financial solutions – in the areas of wealth transfer and investments – to ultra-high net worth families across the country.
Rose Glen, LLC integrates financial and insurance solutions for your wealth transfer and accumulation needs with an inter-generational focus. Driven by a commitment to client advocacy, quality service, and integrity, our focus is on working with you and your advisors to provide innovative, custom financial solutions designed to meet wealth accumulation and preservation goals.
The Power of M
M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 155 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.