Rosenwald Private Wealth Embarks on a New Chapter of Independent Development
PR Newswire
1h ago
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After joining the Indivisible Partners platform, Rosenwald Private Wealth, headquartered in Baltimore, will continue to operate as an independent advisory firm. The team manages assets worth approximately $1.1 billion and serves high-net-worth and ultra-high-net-worth individuals as well as multi-generation families, stating that this collaboration will provide more flexibility and support for customer services.
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Clerwater, Florida, October 9th / PRNewswire / -- Growth-oriented partner Indivisible Partners ("Indivisible"), whose shares are held by advisors, announced today that Rosenwald Private Wealth has joined its platform. This wealth management team is headquartered in Baltimore and is led by Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik. They manage assets totaling approximately $1.1 billion, and the team consists of 7 advisory members, serving high-net-worth and ultra-high-net-worth individuals as well as multi-generational families.

This change marks a new phase for the institution, enabling Rosenwald Private Wealth to operate as an independent consulting firm while continuing to provide services to clients with the same team and approach that have been established over the past thirty years.

Rosenwald Private Wealth provides consulting services to clients through a comprehensive planning framework that encompasses not only investment management but also retirement planning, trust and estate arrangements, charitable donations, risk management, tax strategies, and wealth succession solutions.

Rosenwald Private Wealth Co-founder Beth Rosenwald stated: "At the core of this decision is our commitment to serving our clients in a way that reflects their ever-changing needs. Independence allows us to maintain the client relationship and planning philosophy that has guided our business throughout, while also providing greater flexibility in our operations and customer support approaches."

To support this launch, Rosenwald Private Wealth and Indivisible Partners have reached a cooperation. The latter provides operational infrastructure, security guarantees, innovative technical resources, family office services, strategic solutions, and support, while allowing the advisory firm to maintain its independence and unique identity.

Indivisible Partners, Executive Chairman and Co-Founder, stated: " Beth and their team have established an excellent reputation through their commitment to clients and thoughtful advice. Their focus on trust, responsibility, and multi-generational planning aligns highly with our mission—to help consultants build sustainable independent businesses while providing an outstanding customer experience to support better outcomes."

As Rosenwald Private Wealth embarks on this new chapter, its mission remains unchanged: to provide personalized guidance, build meaningful relationships, and help clients make confident decisions regarding their future and family legacy. This launch marks a milestone for the organization and also reflects its ongoing commitment to serving clients and the community for many years.

About Indivisible Partners

Indivisible Partners is a private, independent consulting firm founded by experienced industry leaders and former consultants, aiming to redefine what it means to be an elite independent consulting team. The firm combines an innovative integrated platform with genuine ownership, high-touch support, and a culture of collaboration to help consultants deliver better results for their clients in their own way and build lasting corporate value. Indivisible Partners is headquartered in Clearwater, Florida, and operates as a federally registered investment advisor. For more information, please visit: www.indivisible.com.

About Rosenwald Private Wealth

Rosenwald Private Wealth is an independent wealth management firm located in Baltimore, Maryland. Its investment consulting services are provided through Indivisible Partners and LLC. The firm offers comprehensive wealth planning, investment management, retirement planning, estate and succession planning strategies, as well as family-centered financial guidance to individuals and multi-generational families. The team is led by Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik and is committed to helping clients navigate complex financial decisions through long-term relationships, personalized advice, and prudent management.

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