“Financial Wellness: Plan Today for the Tomorrow You Envision”

Are you struggling with balancing your financial priorities with the needs of your children or parents?

When you think about the future, what do you see? Providing a college education for your children or grandchildren? Owning a business? Enjoying a rewarding retirement? Supporting worthy causes? These dreams can be yours, but none of them will happen until you plan for them. Learn about the financial resources that can help you achieve the goals you have for yourself and your loved ones.

Beth Rosenwald is managing director and branch director, senior consulting group, for the Rosenwald Team in Baltimore, an RBC Wealth Management firm. Rosenwald started her career in 1989 and has assembled a team of seasoned professionals with outstanding credentials and years of specialized, hands-on experience. Her primary focus is on building lasting relationships centered on the thorough understanding of each clients’ needs and wishes, guiding them to become proactive and visionary. She is passionate about helping individuals and families position their wealth more effectively and thoughtfully, creating more time for their personal, professional, and philanthropic goals. 

Raised in Long Island, N.Y., Rosenwald received a bachelor’s degree in economics from the University of Maryland, College Park. She is the founding chair of Wings of United Way (Women’s Initiative Next Generation) and serves the community as a member of the Women’s Leadership Council Tocqueville Society and an executive council member of the United Way of Central Maryland’s Women United. 

Rosenwald has received numerous accolades, including inclusion in The Daily Record’s Maryland’s Top 100 Women, Forbes’ Top Women Wealth Advisors, Forbes’  Best-In-State Wealth Advisors, and Financial Times’ Top 400 Financial Advisers.

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