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The Rosenberg Group

Family | Integrity | Trust

Client-Focused Wealth Management for Metropolitan Detroit and Virtually Nationwide

Discover Our Practice  Watch Our Story

Discover What

The Rosenberg Group

Is All About

Built to FIT

Our practice is and always has been about FIT. Before all else, we value family, integrity and trust. These are not just words on a wall you read in someone’s office. FIT is the bedrock for the advisor-client relationship and what it means to put you first.


Values We Adhere to:

Family

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Investing is personal. As such, we like to get to know you beyond the numbers. You deserve an advisor who treats you and your investments like family. Someone that appreciates who and what matters most to you. As a multi-generational family ourselves, we are proud to extend our support to other families. We understand that your financial situation is unique, so we treat you as an individual, not just an extension of your family. 

Integrity

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Communication between advisor and client is confidential. We never share any information discussed or exchanged outside our team. You can also feel confident knowing we are transparent and do our due diligence. That typically involves asking questions, leveraging our firm’s industry-leading research* and expertise, and considering a variety of strategies before making a recommendation. If we ever see a suitable investment opportunity or potential conflict, you hear from us right away. We strive to get it right 100% of the time but realize that mistakes can occur. If that happens, we acknowledge it and where possible, make the correction.

*Greenwich Associates' 2020 surveys of North American Equity Investors. Surveys conducted with 91 small-cap and mid-cap fund managers and 228 U.S. buyside trading desks that use electronic trading, respectively. Rankings for qualitative metrics based on leading research firms in surveys.

Trust

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Having “grown up” in the financial services industry, our team has known what it means to analyze stocks and portfolios from a young age. With an early passion for the financial world, we have and continue to expand our knowledge today. Being a trusted investment expert is a badge we wear proudly. Not only do clients trust our expertise, but so does the public. For the last four decades and counting, Sheldon Rosenberg has been interviewed by Fox2 News and WWJ-Radio for his market opinions. During the highs and lows, we have been there to guide our clients. Be it the ’87 stock market crash, 9/11 or the ’08-09 recession, together we have withstood the test of time.

Get to Know Your Dedicated Partners in Planning

With over 50 years of combined experience in wealth management and financial services, we utilize analytical capabilities and know-how to meet your unique needs.

Our service goes much further than answering your call or e-mail. We actively listen to you. If we do not have an answer, we get back with one in a reasonable time frame. We always try to be accessible, but if ever we are not, another team member can help with general questions. Otherwise, barring urgent matters, you will hear from us, via phone or e-mail within 24 hours. To fully support you, we leverage trusted experts in matters outside our practice to serve additional financial needs you may have.

Schedule Time to Meet


We Leverage the Strength of Baird

  • Baird ranks No. 1 overall for quality in research.*
  • Baird’s Equity research ranks No. 1 overall for knowledge of industries and companies.*
  • Baird’s Investment Banking research ranks No. 1 overall for knowledge of industries and companies.*

*https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/awards-recognition/

Sheldon Rosenberg Photo

Sheldon Rosenberg

Managing Director
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Sheldon Rosenberg

Sheldon Rosenberg

Managing Director


(248) 594-9959

srosenberg@rwbaird.com

LinkedIn


Background

Sheldon Rosenberg has been a financial advisor for over 35 years, providing exceptional wealth management service to his clients. He is a Managing Director at Baird and the senior founding partner of The Rosenberg Group.

Experience & Education

Sheldon earned his bachelor’s degree from Wayne State University. Staying highly visible in the business community, Sheldon is frequently interviewed as an expert on the markets and economy on television (Fox TV) and radio (WWJ-950) for over three decades.

Personal

Sheldon resides in West Bloomfield with his wife, Debbie, has three adult sons, and five wonderful grandchildren. In his free time, Sheldon enjoys sports, travel and spending time with family. He also volunteers his time at local non-profit organizations teaching the fundamentals of investing.

Jordan Rosenberg Photo

Jordan Rosenberg

Senior Vice President
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 Jordan Rosenberg

Jordan Rosenberg

Senior Vice President


(248) 594-9959

jrosenberg@rwbaird.com

LinkedIn


Background

Jordan Rosenberg is a licensed financial advisor with over a decade of financial services experience. As a founding partner of The Rosenberg Group, Jordan’s client focus is addressing the specific needs of clients whom have established wealth and select young professionals.

Experience & Education

Before joining The Rosenberg Group, Jordan worked in consulting, performing valuations on public and private companies. Jordan received his undergraduate degree from the James Madison College of Michigan State University and his MBA degree with concentrations in Finance and Economics from Loyola University Chicago.

Personal

Jordan enjoys spending time with his three children, being active and learning new things.

Ryan Rosenberg Photo

Ryan Rosenberg

Financial Advisor
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Ryan Rosenberg

Ryan Rosenberg

Financial Advisor


(248) 594-9959

rrosenberg@rwbaird.com

LinkedIn


Background

Ryan Rosenberg is a licensed financial advisor with a decade of sales and financial services experience. As a partner of The Rosenberg Group, Ryan is in charge of Growth & New Business.

Experience & Education

Ryan earned his bachelor’s degree from Michigan State University and MBA from Depaul University in Chicago. Prior to joining The Rosenberg Group, Ryan worked at Salesforce, the global leader in Customer Relationship Management, where he advised small, medium and large companies.

Personal

Ryan enjoys quality family time and is big into sports, music and comedy. 


As a New Client, Here’s What You Can Expect:

Step 1

Engagement

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Upon meeting a member of our team, we get to know each other personally. Then, you get the opportunity to discuss your financial situation, goals, values and risk tolerance. You learn more about the types of clients we work with, our investment process and the service we provide. Finally, we recap the key points, giving you a chance to ask any questions you have.  

Step 2

Education

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Next, you meet our Senior Partners, become familiar with us personally as well as our background as advisors. You also learn about our investment philosophy and together, we share expectations for the advisor-client relationship.

Step 3

Empowerment

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Based on the previously provided information, we develop a customized financial plan. We present the strategies behind the plan and review the details together. You will get to ask us anything, plan-related or not.

Step 4

Execution

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Once we are on the same page and agree this relationship is a mutual fit, we open your account. Next, we provide any client information you need, implement your plan and invest accordingly. Together, we establish a cycle for reviewing your account with you. When that time comes, we meet to discuss the performance of your investments, any opportunities or changes related to your plan. Oversight is continuously provided to you and your account. 


From Start to Finish, You Remain at the Core of Our Solutions

It All Begins With a Conversation


Let’s Get Started

A True Financial Partner With Your Best Interests in Mind

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As a fee-based advisory practice, we prioritize you and your needs. We believe that your financial plan and investing goals should drive the conversation. By not charging commissions for trades, we are able to keep the focus on you.


You have worked hard to acquire your wealth. Whether through owning a business, investing your earnings or family inheritance, your wealth should be managed with care and understanding. We serve such individuals and families with at least $2 million of investable assets. Some of the most common professionals we serve are physicians, attorneys, business owners and key business executives.


Our Capabilities

A Variety of Solutions Provided by Industry Experts


Investment Management

Financial Planning

Charitable Giving

Estate Planning

Alternative Investments

Business Succession and Sale

Online Account Access

And More




Are You Ready to Fortify Your Wealth?

Let's Begin With a Conversation

Proudly Serving Select Young Professionals

Through career success or good fortune, it is now time to take your finances to the next level. Whether you have or expect substantial income growth or a large inheritance, financial planning has become more complex. We are there to help you make smart planning and investment decisions, while setting you up for long-term wealth. Some of the most common young professionals we serve are physicians, attorneys, business owners and key business executives.


Together, We Will Discuss:


Investment Management

Financial Planning

401(k) Planning

Education Planning

Cash Management

Retirement Planning

Insurance Planning

And More




Interested in Accelerating Your Growth Potential?

LET'S BEGIN WITH A CONVERSATION

Contributing to Our Community Drives Our Passion for Success

We Proudly Support Those Making a Difference

Being financial advisors is about improving the quality of people’s lives. This is a passion that extends beyond what we do for our clients every day.

We are committed to improving the quality of life for others in the community. We strive to make a meaningful difference by volunteering our time, talent and resources to local charitable and public service organizations that are important to us and our clients.

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Forgotten Harvest

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The Friendship Circle

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Platform 18

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A Unique Experience for

The Rosenberg Group Clients




Fun, Friendship and Fast speeds are what clients of The Rosenberg Group experienced at the M1 Concourse in Pontiac, Michigan.


M1 is an 87-acre playground for auto enthusiasts. It includes private garages for those lucky enough to own an exotic vehicle and a state-of-the-art, 1.5 mile Performance Track. Clients each took a turn on the course with a professional race car driver, witnessing speeds not found on your average highway or freeway. M1 Concourse owner, Brad Oleshansky, opened the doors to his private garage for dinner and drinks.



Have Additional Ideas for How We Can Give Back?

Contact Us Today

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Family | Integrity | Trust

Since 1982

Contact Us

With a physical office presence in Birmingham, Michigan, we’re happy to meet with you in person or virtually, depending on your preference and location.

Fill out the form below to get started.

How did you hear about us?

The Rosenberg Group

Office:
(248) 594-9959
Fax:
(248) 594-4329
Email:
TheRosenbergGroup@rwbaird.com


300 Park Street, Suite 240
Birmingham, MI 48009