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
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
Communication between advisor and client is confidential. We never share any information discussed or exchanged outside of our team. You can also feel confident knowing we are transparent and do our due diligence. That typically involves asking questions, leveraging research and expertise, and considering a variety of strategies when we make a recommendation.
Trust
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 and Jordan have been interviewed by television and radio their market opinions. During the highs and lows, we have been there to guide our clients. From market crashes and economic downturns, to a global pandemic, together we have withstood the test of time.
Get to Know Your Dedicated Partners in Planning
With over 60 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.
Sheldon Rosenberg
Background
Sheldon Rosenberg has been a financial advisor for over 44 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 six wonderful grandchildren. In his free time, Sheldon enjoys sports, travel and spending time with family.
Jordan Rosenberg
Background
Jordan Rosenberg is a licensed financial advisor with over 17 years 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.
