The Rottner Group

"As a Financial Advisor, my mission is straightforward—I focus on the totality of my clients’ financial pictures."
About The Rottner Group

Welcome

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.

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Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
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