Rosevest Financial, a full-service financial planning and wealth management firm based in Phoenix, has joined Carson Partners, a nationwide network of more than 130 growth-minded firms.
“Carson Group is an innovative organization that works proactively to stay ahead of the curve,” said wealth advisor and Rosevest Financial founder & CEO, Jake Guttman, FSCP®. “As a Carson Partner, we will bolster resources and technology, increasing structure and affording the firm more valuable time to focus on the client relationships we cherish. We are grateful to be part of Carson and its growing network of top financial planning and wealth management professionals.”
Guttman and his team provide financial, retirement and legacy planning, investment and risk management, private wealth services, and tax optimization to a nationwide client base. Rosevest delivers each service with its people-first philosophy — a core value that grew from the legacy of Guttman’s grandmother, Rose, a Holocaust survivor imprisoned in Auschwitz at age 12.
“She suffered a multitude of unspeakable tragedies, yet rather than allowing these experiences to destroy her, my grandmother fiercely resolved to live her life intentionally, abundantly, generously and with gratitude,” said Guttman. “We work to empower our clients to live like Rose and have instilled her core values in our business approach.”
Guttman says joining Carson Partners will help the firm expand its footprint while providing clients with a tailored experience to meet specific needs.
“We are truly an extension of our client’s families. We approach our relationships in that respect, putting soul and purpose into our financial planning strategies. Numbers are simply a byproduct of what we do to help families and businesses make educated choices for their present and future journeys,” added Guttman.
“Jake and his team have a keen passion for helping people through financial planning and have built an exceptional firm grounded in their core values. We are delighted to welcome Rosevest Financial to Carson Partners and look forward to providing the robust and scalable support needed to accommodate Rosevest’s plans for future growth and expansion,” said Gregg Johnson, national sales director of Carson Group.
As a Carson Partner, Rosevest Financial will remain independently owned, with Guttman empowered to make all business and operational decisions.