Wealth Transfer • Wealth Accumulation

Rose Glen, LLC is committed to providing innovative wealth transfer planning 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 planning solutions – in the areas of wealth transfer and investments – to ultra-high net worth families across the country.

We are committed to providing you with a high level of value and service.

The Rose Glen, LLC team of professionals is comprised of MBA, CPA and Life Insurance Design experts. We have the benefit of being affiliated with M Financial, one of the largest buyers of life insurance for wealthy families and public companies. Our affiliation with M Financial provides us with a significant level of product due diligence and access to some of the best products in the market in addition to a significant staple of proprietary products with major insurance carriers.

Additionally, we can assist you with Disability and Long Term Care Coverage.  Through our partners at M Financial, we are able to provide corporate benefits such as Deferred Compensation and Voluntary Disability plans, using proprietary products.  The plans can be designed utilizing innovative funding vehicles at little or no cost to the company.

Rose Glen, LLC integrates financial planning and insurance solutions for your wealth planning 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 planning 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.

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