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Helping business owners build personal wealth using business assets in a tax friendly manner.
Because no single professional can be all things to all people, the partnership of Rosenzweig & McDowell offers you a depth and variety of services to meet your financial needs.
Stephen Rosenzweig , CLU, ChFC, AEP brings over three decades of experience in the areas of retirement, estate and insurance planning for both the individual and the business owner.
Evert McDowell, MBA, is a financial professional with AXA Advisors works with the owners of closely held businesses, helping them use corporate assets to build personal wealth on a tax favorable basis.
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