Welcome from the Rosenblatt Team

The Rosenblatt Team brings to clients expertise, achievement, and respect earned over more than 20 years of successful accomplishment in the industry. Our focus lies primarily on asset management, financial planning, insurance and estate planning, and corporate benefits. Our partnership allows us to coordinate our skills and combine efforts to provide financial security planning, advice, investment management and service for our clients. This team approach extends to our client relationships, where we collaborate with you together on a personalized plan to accumulate and grow your assets, while managing risk and minimizing the impact of taxes over time.

Creating peace of mind and making intentions a reality.
Our team helps people gain clarity to the true intention of their wealth building. Strategically, we help clients set things in motion that make their intentions and vision a reality.

Our partnership ensures that our successful team is always accessible to provide you with unparalleled personal service in real time. We'll be in regular consultation to re-evaluate your plan and adjust it as necessary, while always preserving your core vision and long term objectives. We are dedicated to ensuring your financial security now, while making your hopes and dreams for the future become reality.

Our clients tell us that they appreciate this refreshing approach and the value we bring in being a sounding board and making them fully aware of what is possible.


Videos

For more, visit northwesternmutual.com.


Rosenblatt named Northwestern Mutual's 2019 Most Exceptional Community Service Award Winner for the Western Region

Alex and his wife, Kelly Jane, have been active supporters of the San Francisco General Hospital Foundation for a number of years, and are proud to secure a $25,000 donation to the hospital as the 2019 western region's Most Exceptional Community Service Award winners. Please visit the foundation's site to learn more about the great work they do in the Bay Area.

Alex Rosenblatt wins Community Service Award from the Northwestern Mutual Foundation

San Francisco General Hospital Foundation, based in San Francisco, CA, received a $10,000 grant in honor of Northwestern Mutual wealth management advisor Alex Rosenblatt's exceptional volunteer commitment as part of the company's 19th annual Community Service Award program. Rosenblatt is one of 25 Northwestern Mutual financial professionals recognized as exceptional volunteers.

Alex with John Schlifske, CEO of Northwestern Mutual, and his wife, Kim Schlifske

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Alex M. Rosenblatt, CLTC®

Wealth Management Advisor

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck