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Friday, February 23, 2024

Cetera provides Rosso Monetary Group into the fold

Wealth hub Cetera Monetary Group has introduced that Anthony Rosso and the Rosso Monetary Group staff have joined.

Rosso Monetary Group has joined Cetera Wealth Administration Group through Allied Wealth Companions (AWP).

Rosso Monetary Group, beforehand with Newbridge Securities, relies out of Sea Girt, New Jersey, and is dedicated to offering prudent funding recommendation, monetary planning, insurance coverage options and customised portfolio methods to clients.

“Cetera and AWP provide a novel mixture of instruments, sources and help that allow a progress trajectory and degree of consumer service that will not have been doable for our enterprise beforehand,” Rosso stated. “Cetera’s sturdy wealth administration platform will improve our advisory enterprise, and the expertise and extra sources will empower larger efficiencies and higher consumer service. As well as, we admire that affiliating with Cetera by way of AWP offers the chance to work intently with the collaborative AWP staff on an area degree, complemented by the highly effective sources and help of Cetera. We stay up for many nice alternatives for our purchasers, our staff members and our enterprise for years to return.”

“We’re happy to welcome Anthony and Rosso Monetary Group to our neighborhood of gifted advisors,” stated Kjirsten Zellmer, president of Cetera Wealth Administration Group. “Rosso Monetary Group is made up of a dynamic group of devoted monetary professionals dedicated to serving purchasers before everything, and I really feel assured they may proceed to thrive at AWP.”

It additionally finalised a strategic minority funding in Wilde Wealth Administration, an unbiased wealth administration agency and one of many Cetera Advisors neighborhood’s companies.

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Along with managing greater than $2.8bn in property underneath administration (AUA) for purchasers, Scottsdale, Arizona-based Wilde Wealth additionally acts as an OSJ for over 42 advisers at 9 places all through the Southwest.

The modern staff, led by co-founder, CEO, and managing principal Trevor Wilde, AIF, offers purchasers with a complete, full-service expertise that features funding administration, tax preparation, and legacy planning. Since 2007, advisers at Wilde Wealth have been related to Cetera Advisors.

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