The Rosenfeld Group

The Rosenfeld Group

Private Wealth Advisors
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The Rosenfeld Group's mission is to provide customized, integrated strategies that are aligned with specific values and feelings to assist in managing wealth, lifestyle, and legacy.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Adam Rosenfeld

Barron's "Top 1,200 Financial Advisors: State-by-State" 2016, 2017, 2018, 2019, 2020, 2021, 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

On Wall Street "Top 40 Advisors Under 40" 2016, 2017, 2018
Published annually in Jan. - Dec. Rankings based on data as of Sept 30 - Dec 31 of prior year.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A different kind of financial advisor for a different kind of wealth

One of the best ways to understand who we are and what we do at The Rosenfeld Group is to look at the kind of clients we serve. They are dynamic, driven and used to setting high goals for themselves. It's an elite clientele - people with substantial wealth who are managing multiple priorities and challenges. We believe they require qualities that go beyond skill and experience. They are looking for a style and a mindset that can keep pace with them, their lives and the way they work.

A single point of efficient financial service for virtually all your needs

The clients we serve tend to have more opportunities because they have a drive to create more opportunities. Such ability and sophistication, however, requires a financial infrastructure that handles the full range of clients' day-to-day needs discreetly and efficiently. Our objective is to bring greater ease and efficiency throughout the entire financial life of a client with a concierge-like level of responsiveness. That's what professional, structured wealth management could do for you.

More often than not, our relationship with our clients goes beyond serving just one individual. At the Rosenfeld Group, we routinely serve entire families, helping various family members at each stage of their lives while keeping true to the overall structure we've helped you design for your family's wealth. We welcome establishing these multigenerational relationships, as they are paramount to our simplifying your financial life.

More wealth management resources for more complex needs

At The Rosenfeld Group, the clients we serve have substantial wealth. Their assets and holdings are often diverse and complex - and their income derives from many different sources. We believe that a particular kind of skill and experience is necessary to help manage these complex wealth arrays. We can offer bespoke advice and guidance on: liquidity and cash flow management, asset allocation and hedging strategies, risk management, tax minimization strategies in collaboration with your tax professionals, and charitable giving strategies.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.