David E. Rosen is a Worcester, Massachusetts native. He is an attorney and investment advisor.
In 2012, he founded Rosen Law Group, PLLC which primarily focuses on providing its clients with an integrated approach to estate planning and offering the all important peace of mind in knowing that their life savings will be preserved for their families.
In 2013, he founded Rosen Investment Management, LLC a Registered Investment Advisory firm which helps investors interested in a disciplined approach to investing.
Good financial advice should be tailored to you and your financial plan should be coordinated with your estate plan. We take a holistic approach to providing coordinated estate planning, retirement planning, and investment management. The estate plan is designed to protect your assets from taxes, probate fees, and nursing homes.
David currently teaches public workshops on estate planning an investing. When he is not teaching a workshop you will find him reading up on the latest tax law change, economic modeling technique, or devouring the intricacies of an estate plan.
Contact Info:
(617) 860 -6402