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Getting to Know RoseMark

RoseMark Advisors is the exclusive provider of financial services for AMAC members. For years, RoseMark has helped thousands of members build long-term strategies to create stronger financial futures. Our advisors will use their industry expertise to provide you a smart solution while safeguarding the things most important to you. RoseMark is a New York State registered investment advisory firm with a fiduciary duty to provide the best information, advice, services, and products to AMAC members.

Our holistic approach to planning allows us to get a clear picture of your current financial situation and helps us set your path to the future. Our advisors offer a FREE cashflow analysis of assets and liabilities to prepare for your retirement. When you work with RoseMark, you receive the kind of individualized service and professionalism that founder Dan Weber envisioned when he created the company in 2013. His legacy lives on with each member we serve. We look forward to welcoming you to the family.

Focused Financial Strategies

RoseMark's financial planning team prides itself on building strong relationships based on trust and shared values. Our unique blend of service and personal attention is unmatched and sets up apart from other financial planning services. There won't be any cookie-cutter financial overviews from us. You'll engage in real conversations with the Rosemark team. Not everyone is a candidate for comprehensive financial planning. But through the sharing of information, we will determine what level of financial planning assistance is right for you. Financial Strategies include:

    Personal

  • 401k - IRA Rollover
  • Annuities
  • Cash Flow & Debt Management
  • Personal Insurance Review
  • Income Tax Savings Techniques
  • Investment Portfolio
  • Retirement Planning
  • IRA Distribution Analysis
  • College Funding
  • Estate Planning
  • Long Term Care Planning

    Business

  • Cash Flow & Debt Management
  • Business Insurance Review
  • Income Tax Savings Techniques
  • Review Cash Alternatives
  • Qualified Retirement Plan Design
  • Executive Benefit Programs
  • Voluntary Employee Benefits
  • Business Continuity Planning
  • Group Health Insurance