Wealth hub Cetera Monetary Group has introduced that Anthony Rosso and the Rosso Monetary Group staff have joined.
Rosso Monetary Group has joined Cetera Wealth Administration Group through Allied Wealth Companions (AWP).
Rosso Monetary Group, beforehand with Newbridge Securities, is predicated out of Sea Girt, New Jersey, and is dedicated to offering prudent funding recommendation, monetary planning, insurance coverage options and customised portfolio methods to clients.
“Cetera and AWP provide a novel mixture of instruments, assets and assist that allow a development trajectory and stage of shopper service that may not have been doable for our enterprise beforehand,” Rosso mentioned. “Cetera’s strong wealth administration platform will improve our advisory enterprise, and the know-how and extra assets will empower higher efficiencies and higher shopper service. As well as, we respect that affiliating with Cetera by way of AWP gives the chance to work carefully with the collaborative AWP staff on a neighborhood stage, complemented by the highly effective assets and assist of Cetera. We stay up for many nice alternatives for our purchasers, our staff members and our enterprise for years to come back.”
“We’re happy to welcome Anthony and Rosso Monetary Group to our group of proficient advisors,” mentioned Kjirsten Zellmer, president of Cetera Wealth Administration Group. “Rosso Monetary Group is made up of a dynamic group of devoted monetary professionals dedicated to serving purchasers at the beginning, and I really feel assured they are going to proceed to thrive at AWP.”
It additionally finalised a strategic minority funding in Wilde Wealth Administration, an unbiased wealth administration agency and one of many Cetera Advisors group’s companies.
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Along with managing greater than $2.8bn in property below administration (AUA) for purchasers, Scottsdale, Arizona-based Wilde Wealth additionally acts as an OSJ for over 42 advisers at 9 places all through the Southwest.
The modern staff, led by co-founder, CEO, and managing principal Trevor Wilde, AIF, gives purchasers with a complete, full-service expertise that features funding administration, tax preparation, and legacy planning. Since 2007, advisers at Wilde Wealth have been related to Cetera Advisors.
