Rosenwald Private Wealth Joins Indivisible Platform to Enhance Independence
Rosenwald Private Wealth, based in Baltimore and led by Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik, has joined the platform of Indivisible Partners. This move allows the firm to maintain its independence while gaining access to operational infrastructure, technology resources, family office services, and strategic support from Indivisible. The wealth management team manages approximately $1.1 billion in assets for high-net-worth individuals and multigenerational families. The partnership is intended to enhance their ability to deliver comprehensive financial planning that includes investment management, retirement strategies, estate considerations, charitable giving, tax strategy, and wealth transfer solutions. Indivisible Partners supports independent advisory firms by providing the tools needed to operate efficiently while preserving each firm's unique identity and client-focused approach. Rosenwald Private Wealth aims to continue its mission of personalized guidance and long-term relationships with clients as it enters this new phase.
Topics: advisory partnership firm expansion wealth management