The Rose/Soranno Wealth Management Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for The Rose/Soranno Wealth Management Group
Team photo for The Rose/Soranno Wealth Management Group

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Advisors

Advisor photo for Marcy Rose

Marcy Rose

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Marcy Rose's website
Advisor photo for Joseph M Sullivan

Joseph M Sullivan

MBA

Financial Advisor

Managing Director
Visit Joseph M Sullivan's website
Advisor photo for Chris LeBeau

Chris LeBeau

MBA

Financial Advisor

Visit Chris LeBeau's website


Team

Caryn N. Chan

Caryn N. Chan

Registered Practice Associate,

Practice Manager

Personal Intro

Hearsay Text: 201.879.6506

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Alfred Leong

Alfred Leong

Registered Client Service Associate,

Practice Manager