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293 Eisenhower Parkway Suite 360
Livingston, NJ 07039
  • (973) 533-1919
  • (973) 369-7996

Delivering A Better Client Experience With 360 Discovery  


Thank you for taking the time to visit our website. I am Michael Rosenberg, a wealth advisor in Livingston, New Jersey. I am proud of my firm's client centric approach to wealth management. Our approach is simple; we help people discover through identifying their core values what is most important in life to them. I am so proud of all those I have served over the years helping them identify what is most important in life to them, and in collaboration with their other advisors see to it that not only is a LifeMap put in place, but effectively implemented.

I take great pride over the many success stories we have had over the years, like the divorced career working mom from Caldwell, NJ that during her initial interview stated that nothing is more important than seeing that her two young children go to college. Unfortunately, she passed away from cancer a few years later. But the estate plan put in place funded through life insurance saw to it that her children attended and completed college. Then there is the couple who came to me from West Orange, NJ. They wanted to enjoy their retirement years with travel, while gifting money to grandchildren for college. Twenty years later they are in their mid-80's, have traveled to Europe, Asia, Israel have a winter home in Florida and lived to see two of their four grandchildren graduate from college.

Having that personal relationship of knowing where my clients travel to, what they like to do in their leisure time and keeping up to date on children and grandchildren makes me more than a wealth advisor, it makes me a friend. I welcome you to join our family, so together we can pursue your goals just like hundreds of satisfied clients I have served over the last 35 years.

I welcome your phone call,

Michael L Rosenberg, RFC






Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers.



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