Rose Street Advisors is proud to be one of only 140 independent firms to have earned membership into the prestigious M Financial Group, one of the country’s leading financial services design and distribution companies.
Rose Street Advisors and our fellow M member firms share the knowledge gained by representing the affluent market. Having access to this shared data gives us access to distinctive financial solutions designed specifically for high-wealth individuals, business owners and executives.
This class enjoys longer life expectancy and lower lapse rates. That, combined with the collective $1.3 billion buying power of all M member firms, allows us to offer our clients exclusive pricing, lower premiums and increased service enhancements.