Successful individuals, business owners and corporate executives who have acquired considerable assets look for a high level of commitment, capabilities and professionalism to manage them. This is at the core of Jay Rottner's approach to wealth management for each client relationship.
Jay's mission is straightforward—he focuses on the totality of his clients' financial pictures.
As a Portfolio Manager with over two decades of experience, Jay employs his extensive fixed income background to help balance clients' investments and decrease volatility. His approach is thoughtful, imbued with lessons learned through many market fluctuations.
Jay offers a comprehensive and extensive range of services, including asset management, trust and estate planning, executive services and lending strategies—tailored to work in concert and help address each client's personalized goals and objectives.