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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Our advisors

Advisor photo for Joseph Soranno

Joseph Soranno

CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Joseph Soranno Visit Joseph Soranno's website
Advisor photo for Marcy Rose

Marcy Rose

CRPC, APMA®

Private Wealth Advisor

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

Joseph M Sullivan

MBA

Financial Advisor

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

Chris LeBeau

MBA

Financial Advisor

Learn more about Chris LeBeau Visit Chris LeBeau's website
Advisor photo for Caryn Chan

Caryn Chan

Registered Practice Associate

Learn more about Caryn Chan Visit Caryn Chan's website


Our team

Alfred Leong

Alfred Leong

Registered Client Service Associate,

Practice Manager