Creative Planning acquires Rosen Capital Management

The Macon, Georgia A based wealth management firm manages $114 million in AUM

OVERLAND PARK, Kan., June 10, 2022 /PRNewswire/ — Rosen Capital Management has partnered with Creative Planning LLC, one of the nation’s largest Registered Investment Advisors (“RIA”). Rosen Capital Management has $114 million into AUM and brings 2 new employees into the Creative Planning fold, including the CEO of the company, Glenn Rosen.

Creative Planning (PRNewsfoto/Lockton, Creative Planning)

Rosen Capital Management is a third-generation family business that began in 1948 as a life and health insurance agency, eventually growing into a full-fledged financial planning and financial management firm. They specialize in comprehensive financial planning to include tax minimization strategies, wealth management, insurance needs and estate planning.

“Creative Planning is thrilled to bring on the team at Rosen Capital Management who will help us penetrate deeper into the Georgia market,” said Pierre Mallouk, CEO of Creative Planning. “From our first conversations with the Rosen team, we knew the fit would be perfect because of their work ethic, dedication to customers, and overarching core values.”

“We are excited to join the Creative Planning team and utilize their expanded resources and talents to better serve our clients,” said Glenn Rosen. “Rosen Capital Management is a family business, and we are thrilled to join Creative Planning and see our family grow with Peter and the rest of the team!”

With its latest acquisition, the second in just two short weeks, Creative Planning manages or advises more than $225 billion of assets in all 50 states and 65 countries with continued growth plans through 2022. Additionally, Incap (Baltimore) served as financial advisor to Rosen Capital Management on the transaction.

About creative planning

Creative Planning, LLC is an independent wealth management firm that provides an investment management approach focused on financial planning, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning manages or advises over $225 billion assets in all 50 states and 65 countries, December 31, 2021.

Media Contact:
Craig Dietel
J Connelly
973-590-4498
cdietel@jconnelly.com

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SOURCE Creative Planning

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