Rosenwald Private Wealth in Baltimore, Maryland, has joined the growing number of teams that adopt an "ownership-centric" approach.
Clerwater, Florida, USA, October 13th / PRNewswire / -- The advisory equity-based growth partnership platform Indivisible Partners ("Indivisible") announced last week that an advisory team serving high-net-worth and ultra-high-net-worth clients, managing assets amounting to $1.1 billion, Rosenwald Private Wealth, has joined the company from RBC Wealth Management.
The addition of Rosenwald coincides with the rapid growth of Indivisible. In the past few months, six advisory teams representing over $3 billion in assets have established partnerships with this platform, reflecting an increasing interest among mature wealth management institutions in a model that combines independence, ownership, and enterprise-level support.
The transformation of Rosenwald Private Wealth also highlights a broader trend: advisors serving wealthy clients are increasingly seeking to have complete control over their own futures, while maintaining the capabilities necessary to meet the complex needs of these clients.
Indivisible Partners, the founder and executive chairman, stated: "What is noteworthy is not only the number of companies that choose our platform, but also the level of scale and quality of the institutions making this decision." Rosenwald Private Wealth further proves that our independent model has become the preferred choice for senior advisory teams serving mature clients.
Unlike traditional models, Indivisible Partners allows consultants to retain full ownership of their businesses while participating in the growth and equity benefits of larger organizations. The platform also provides family office services, as well as support for business expansion, marketing consulting, growth coaching, and succession planning resources.
Rosenwald Private Wealth The founder Beth Rosenwald stated: "When assessing the future of our business, we hope to find a model that allows us to retain everything we have established while also opening up more possibilities for our customers. Indivisible offers a combination of independence, flexibility, and proactive support, which best aligns with how we plan to continue serving our customers and developing our business in the coming years."
Rosenwald Private Wealth has been serving the ultra-high net worth customer group for nearly 30 years. This transformation comes in line with the trend of an increasing number of institutions managing assets exceeding $1 billion entering the independent sector.
Thiel added, "Excellent advisory firms desire the freedom to shape the future without compromise. We believe this trend will continue as more advisors realize the significance of ownership for their companies. Here, they can find innovative solutions of unprecedented depth and breadth. From new approaches to tax optimization to yet-to-be fully developed wealth planning methods, to entirely user-friendly technologies, we have created the company that advisors have been seeking."
About Indivisible Partners
Indivisible Partners is a private, independent consulting firm founded by experienced industry leaders and former consultants, aiming to redefine what it means to be an elite consulting team that operates independently. The firm combines an innovative integrated platform with genuine ownership, high-touch support, and a culture of collaboration to help consultants deliver better results for their clients and build lasting corporate value in their own way. Indivisible Partners is a federally registered investment advisory firm headquartered in Clearwater, Florida. For more information, please visit: www.indivisible.com.
About Rosenwald Private Wealth
Rosenwald Private Wealth is an independent wealth management firm located in Baltimore, Maryland. Its investment consulting services are provided through Indivisible Partners and LLC. The firm offers comprehensive wealth planning, investment management, retirement planning, estate and succession planning strategies, as well as family-centered financial guidance for individuals and multi-generational families. The team is led by Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik and is committed to helping clients navigate complex financial decisions through long-term relationships, personalized advice, and prudent management.
