Rose Glen, LLC Employee Directory
Financial ServicesPennsylvania, United States2-10 Employees
Rose Glen, LLC operates in the financial services sector, integrating wealth transfer planning with insurance solutions to support estate planning and wealth accumulation with an inter-generational focus. Based in Wynnewood, Pennsylvania, the firm emphasizes value and service, drawing on a team that includes MBA, CPA, and life insurance design expertise. The company benefits from its affiliation with M Financial, which provides enhanced due diligence and access to a broad slate of products, including proprietary options with major carriers, facilitating tailored solutions for clients and their advisors. Its services are aimed at high-net-worth individuals and organizations seeking strategies for wealth preservation and transfer across generations, with an emphasis on advocacy, quality service, and integrity. The organization operates within the broader financial services landscape and maintains a relationship with M Holdings Securities, Inc. to offer securities-related guidance through its network.