A powerful team of experts with
your best interest in mind.

Symphony Wealth is an independent firm committed to excellence and integrity in advising our clients in all of life's financial decisions. We are experienced and motivated professionals striving to anticipate the needs of our individual clients.

Client Commitment

Each person at Symphony believes that wealth isn’t just about a statement or portfolio—it is about how you live your life and the meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Starting with your life priorities as a foundation, we recommend a wide variety of financial solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not an uncertain market—at the center of all we do.

Our name and logo was inspired by the theater, and specifically the symphony. The beautiful and harmonious noise that comes from a well-designed arrangement, wherein each instrument plays a specific sound at a predetermined time, with deliberate strength.

Imagine the symphony without a conductor, without the intentional design. When the curtain rose, instead of hearing a beautiful symphony we would hear musical discord. A chaos of noise and unbalanced intensity. Symphony was founded under that principle – to help individuals place their financial instruments in the proper order to create something beautiful. We understand how to make the instruments come together beautifully to create a powerful and worthwhile result.

“Working together in concert more smoothly not only helps us move more quickly; it changes the nature of what we can undertake. When we have the confidence that we can orchestrate the group effort required to realize them, we dare bigger dreams.”

Justin Rosenstein