Advisor Group’s SagePoint Recruits Solo Practice from LPL
Advisor Group, a network of independent wealth management firms, has recruited Rosenblum Wealth Management, a solo practice based in Jupiter, Florida, and Flemington, New Jersey.
SagePoint Financial, an independent wealth management firm within the Advisor Group network, has recruited Rosenblum Wealth Management, a solo practice based in Jupiter, Florida, and Flemington, New Jersey that oversees $173 million in total client assets. The firm was previously affiliated with LPL Financial.
Led by chief executive officer Lee Rosenblum, a 30-plus-year veteran of the financial services industry, Rosenblum Wealth Management specializes in investment management services, tax services, life insurance products and long-term care solutions.
“The flexibility provided at SagePoint was a clear driver of our decision to join the larger Advisor Group family,” Rosenblum said. “But the cultural fit that we found with the team at SagePoint made our choice much easier.”
SagePoint Financial has approximately 1,400 advisors across the U.S.
Advisor Group serves approximately 11,100 financial professionals and oversees more than $450 billion in client assets. The network includes SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors, and Woodbury Financial Services.
