
Rachel Gottlieb, CFP®, CDFA®, NFLPA
At the Gottlieb Rose Group, we recognize that your wealth is about more than finances; it is about your commitment to those you love, the ideals you stand for and the legacy you want to leave for the next generation and beyond. We want to be the team you turn to for insight on any issue that touches your financial life—and exceed your expectations with the level of dedication and attention we provide you.
As a boutique Private Wealth Management team, with over $1.6 billion assets under management, our priority is doing the best we can for our clients every day. With over 75 years of collective experience, you can expect thoughtful advice and real-world experience serving a diverse and exclusive group of clients.
Most recent recognition:
Forbes Best-in-State Wealth Management Teams (2024, 2025) – Gottlieb Rose Group
Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23.