Rothschild Financial Partners Welcomes Alpha Rising Wealth Management
The
"Choosing where to serve my clients for the next decade was the most important decision I could make, and I needed a firm that truly invests in its clients through its investment platform, technology infrastructure and security," said
Jeremiah Butout, also a Managing Director & Partner, added, "Dustin and I share the same vision. As a truly independent firm, RFP gives us far more investment options for our clients, an enhanced planning team and real help with estate planning. And collaborating and sharing ideas with the Rothschild team every day is great. I get to keep the autonomy to run my practice but gain a deep bench of experts. I am excited for both myself and my clients."
Three partner firms have joined Rothschild Financial Partners over the past two months.
"Dustin and Jeremiah have built a practice around exactly the kind of long-term client relationships we look for in a partner firm. Their move from LPL into RFP is a strong vote of confidence in the platform we've built," said
A Platform Built for What's Next
"Most of the industry is retrofitting AI onto platforms designed twenty years ago. We built Rothschild Financial Partners as a new firm so the technology could be designed around AI from the first line of code: real-time insight into every client account, an integrated bench of estate, tax, insurance, succession and retirement specialists, and a level of personalization a bolted-on system wasn't built to deliver. Dustin and Jeremiah are exactly the advisors that platform was built for, and their clients will feel the difference quickly," said
It is a rare combination: the security and trust of a 118-year-old institution, paired with technology built from scratch for the way wealth management works now.
For
About Rothschild Financial Partners
Rothschild Financial Partners is a registered investment adviser with 118 years of institutional history behind it, operational infrastructure for RIAs inside it, and ownership in the hands of its partners: Rothschild Wealth Partners, Singularity Financial Partners and the advisors who join.
About Rothschild Wealth Partners
Rothschild Wealth Partners is a
About Singularity Financial Partners
Singularity Financial Partners is the operations and infrastructure for RIAs. Headquartered in Henderson, Nevada, Singularity comes in alongside the principals of established RIAs and operates the firm with them, strengthening operations, technology, talent and growth.
Media Contact:
Rachel Walters
PR Assistant
Beyond AUM
800-583-2315
[email protected]
https://beyondaum.com/
View original content to download multimedia:https://www.prnewswire.com/news-releases/rothschild-financial-partners-welcomes-alpha-rising-wealth-management-302911500.html
SOURCE Rothschild Wealth Partners
Serious News for Serious Traders! Try StreetInsider.com Premium Free!
You May Also Be Interested In
- Rznomics Granted Orphan Medicinal Product Designation for RZ-001 for the Treatment of Glioma by the European Commission
- TGS Quarterly Dividend
- SMCP - 2026 9M Sales
Create E-mail Alert Related Categories
PRNewswire, Press ReleasesSign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!





Tweet
Share