Verified Client Feedback
Last winter, I attended David Rosenstrock's presentation on balancing asset allocations, which was informative and insightful. I consulted with him, and appreciated his advice on reallocating my portfolio. He followed up with relevant articles. The rates are competitive for fee-based financial planning. I recommend Wharton Wealth Planning for those seeking a personal financial planner.
I hired David for a small project & was very happy. He not only answered all my questions, but he didn't treat me like a "small project". I was very satisfied & would recommend.
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David Rosenstrock of Wharton Wealth Management provides well researched, proven, sound and always-current financial advice. He is accessible for any questions and concerns you may have and will respond to you promptly. He listens fully to your concerns and inquires about your lifestyle and long and short range goals enabling you to develop a sound financial plan.
We were very pleased with our experience with Wharton Wealth Planning. We were provided a variety of options as to how to work together. David Rosenstrock our planner was a great pleausure and helped us through the process step by step. We will definitely work with them again and recommend them to all.
Highly recommend Wharton Wealth Planning. You are in the hands of a very experienced money manager, who is not cookie cutter in his approach, and takes a holistic view of our portfolio. He has guided us for many years through good and bad economic conditions. He considers all aspects of our short - and long-term goals and needs while keeping focus to reduce taxes and risks. We realized immediate benefit from the concentration in the portfolio relative to our previous money manager. He is very smart (MBA from Wharton) and is also a CFP, which gives him the knowledge to guide us in any personal financial situation. He listens, is easy to work with, and is very responsive. I can't say enough good after switching to Wharton Wealth Planning.
I have known David and his success in managing money for years. I was thrilled when he said he was starting his own financial management business as my family would finally be able to invest through him. Not only is David incredibly smart and skilled at what he does but he also acts with the highest ethical standards and is kind and responsive. I have not hesitated to recommend David to my friends and to my elderly mother after my stepfather passed away last fall. David has been very patient spending time explaining everything to my mother and he has walked her through all phases of setting up her account. He also regularly updates her and is extremely responsive when she has any questions. Every time she talks to him she feels reassured and knows that her money is in the most capable hands. I highly recommend David and know that anyone who has the opportunity to invest through him will be very happy with their decision.
I highly recommend David R. from Wharton Wealth Planning. David helped my wife and I through some financial analysis for a house purchase, that included some complex factors including a commercial loan, tenant income calculation, and a comparative analysis versus other fully residential multi-unit properties. I had reached out to other planners before this, but they were not comfortable with such a complex scenario, but David handled it quickly and with ease. We even conversed back and forth on some additional potential scenarios that helped strengthen our conviction on making the right decision for our family. No hard sell, no conflict of interest, just great advice that was worth my time/money. Thanks again David!
I have been dealing with David Rosenstrock at Wharton Wealth for the last seven years as he manages my elderly mother's portfolio. Prior to finding Wharton, my mother's asset where with the large national firm that churned her account repeatedly and produced lots of bills but not much capital appreciation. Now my mother gets positive returns every year. managing a senior's financial wedding can be dicey as they age because of risk tolerance, time horizon, and estate planning related issues. My mother has a trust and has always wanted to leave money for her three children as inheritance. I found Mr. Rosenstrock to be an excellent listener and very knowledgeable about market history and performance, as well as other retirement topics. On a personal note, what I like best is that he is extremely conscientious about returning calls and emails quickly. For me, that's a big deal and very versus previous experiences I have had with other advisors.
Working with David has been super insightful. From our very first call he was personable and committed to understanding my financial situation as a whole and figuring out how to implement strategies to ensure that I reach both my short and long term objectives. One of my early concerns from previous experiences was working with advisors who push certain products on clients and my experience with David has been the complete opposite. I am looking forward to planning my way to financial freedom with David’s help.
I have been working with David for many years and he has given great advice! Highly recommend him. My area of focus has been investing and retirement planning and he has made a big difference and helped change my investments to give me great results. He is hard working and has a lot of expertise.
From the moment I spoke to Dave, he was very focused on how he could best help me in my financial goals. He took time to explain in easy to understand terms and asked great questions that were helpful and showed understanding and consideration.
David is an extremely amicable person and financial planner and he has a lot of value to offer. We have worked with David for many years and he has always made us feel valued and takes the time to get into the details. This is the type of relationship and person you should look for when choosing an advisor.
Dave scored top scores in all the categories I would judge an advisor on. He had a ton of great insights and really knew his subject matter well with respect to financial and investment planning. I was very impressed with my experience and am glad I chose him. I will definitely recommend to others.
Testimonials are not compensated and are the opinions of specific clients, which are posted and verified by Google and/or other third-party websites. Testimonials are based on the unique experiences of respective clients and may not be representative of all client experiences. Investing involves risk, including the possible loss of principal and value fluctuation. Past performance is no guarantee of future results.