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Wealth Management

Wealth Management Services Offered Through Ironview Capital Management 

Bradley J. Rosen, President of Longevity Financial, is also an Investment Advisor Representative (IAR), Principal and the Director of Insurance and Planning, with the wealth management firm Ironview Capital Managementnamed one of the top-rated advisory firms in the country by Financial Times.

Ironview’s Practice Leaders have a combined 60+ years experience working for a number of the largest global financial services firms. Ironview provides clients with a boutique and hands-on experience while affording clients the same level of advisory expertise available to both Fortune 500 corporations and ultra-high net worth private clients. Ironview’s Chief Investment Officer, Benjamin Roberts, brings significant institutional investment experience from his previous roles prior to starting the firm in 2009 and was also ranked as a top independent wealth manager by Forbes in 2020.

Ironivew provides various services including:

  • Investment Management / Asset Allocation
  • Estate Planning / Wealth Transfer
  • Multi-Year Cash Flow and Net Worth Statements
  • Personal Risk Management and Insurance Needs Analysis
  • Annual and Transaction-Based Tax Planning
  • Charitable Endeavors and Philanthropy
Please visit Ironview Capital Management’s website at www.ironview.com

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