Rosenthal Retirement Planning

What is Rosenthal Retirement Planning?

Rosenthal Retirement Planning, operating under Beacon Pointe Advisors, is a family office located in Fort Worth, Texas that delivers financial advisory services. Their offerings cover private wealth services, family office services, institutional consulting, and outsourced chief investment officer (CIO) services.

They cater their services to a variety of clients, including institutions, retirement plans, and insurers. The firm specializes in crafting holistic, allWEALTH approaches that address all aspects of financial well-being. Rosenthal provides financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, and asset protection.

Their family office services aim to ensure that clients' wealth lasts for generations. The team consists of dedicated professionals who bring a tailored approach to wealth planning and investment strategy to assist clients in making informed life decisions related to wealth.

The Fort Worth office is led by Managing Directors Alisha Rosenthal and Burk Rosenthal. Key advisors include Alicia Langdon, Amy Lynn Hammock, Cory Bruntz, and Montana Murphy.

The firm touts the strong experience and certifications of their advisors including the CERTIFIED FINANCIAL PLANNER (CFP) certification among others. The firm emphasizes its commitment to guiding individuals and families through financial intricacies, with a special focus on navigating life transitions such as retirement, divorce, death of a spouse, or the sale of a business.

Their trusted financial planners also volunteer and engage in community services, furthering their commitment to holistic financial advisement and personal success for their clients.