Rose Street Advisors Email Format

Financial ServicesMichigan, United States11-50 Employees

Rose Street Advisors is a financial services firm based in Kalamazoo, Michigan, that provides a comprehensive approach to wealth management for business owners, affluent families, and high‑income professionals. The firm emphasizes integrating employee benefits, life insurance, investment management, and retirement planning to support clients' financial goals today and for future generations, aiming to align these services under one roof. As the only West Michigan member of the M Financial Group, Rose Street Advisors has access to exclusive products and pricing that enhance service levels for its clients. The company operates with a focus on putting people before products, reflecting a multi-disciplined advisory model that has evolved over more than seven decades. In addition to its core advisory services, the firm has engaged in partnerships and growth activity, including an acquisition in 2019 and a later affiliation with Pershing LLC for custody services.

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