Zach Rosenthal is passionate about the evolving dynamics of wealth management. Markets, regulations, and client needs shift constantly. He enjoys the intellectual stimulation of in-depth research and analysis to stay ahead of the curve. Zach specializes in Investment Management: Portfolio construction, asset allocation, risk management, and alternative investments.

Zach appreciates the opportunity to develop a deep understanding of his client’s unique experiences and risk tolerances. When he understands their concerns, he draws on his extensive knowledge of investment management to collaborate on solutions that lead to the most successful long-term outcomes.

Zach is committed to helping his clients feel confident that their financial plan supports their present lifestyle and future aspirations through their work together. This enables them to worry less about money and experience reduced financial anxiety.

Zach’s credentials include holding his Series 65 and a BS of Business Administration with a Double Major in Finance & Business Analytics from Drexel University. He works from the Berwyn, Pennsylvania, office and is a fan of the Brooklyn Nets. He has a dachshund named Roxy and volunteers with Big Brothers Big Sisters of America.