Where Are You On Your Financial Journey?

Helping people manage their wealth so they can enjoy life with greater peace of mind.

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Guiding You Through Your Financial Journey, Piece by Piece

We’re dedicated to helping you put all the pieces of your financial puzzle together. Our team is passionate about protecting your best interests and focusing on serving you with transparency and tailored solutions as we hold ourselves to the highest fiduciary standards, making sure that we always keep your best interests above all else.

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Our Expertise

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Approaching Retirement

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Retirees

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Special Needs Planning

Our Designations

For more than 30 years, the CERTIFIED FINANCIAL PLANNER^® certification has been the standard of excellence in financial planning. Leo Rotman meet rigorous education, training, and commit to CFP Board’s ethical standards. CFP^® professionals are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

The CLTC^® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Massachusetts Office

201 Jones Rd, Fifth Floor
Waltham, MA 02451

Call: (781) 398-1351
Email: info@riverfg.com

Schedule With Leo Rotman

Schedule With Dmitry Frenklakh

Florida Office

66 West Flagler St. 9th floor
Miami, FL 33130

Call: (305) 250-2445