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THE ROSENBERG OUTCALT GROUP

Welcome to the Rockefeller Global Family Office

At The Rosenberg Outcalt Wealth Management Group, headquartered in Boca Raton, Fla., we offer wealth planning and family-office services to a limited number of ultra-high-net-worth clients, ensuring the highest commitment to the individuals and families we’re so privileged to serve.

With the tools and resources of Rockefeller Capital Management, we deliver unparalleled in-house services, from financial and estate planning to accounting, taxes and other consultative services.

We listen intently, recommend solutions, and provide access to the right resources to make those solutions a reality. For us, there is no greater feeling than having helped our clients find solutions to their biggest challenges when it comes to their life, their wealth and their legacy.

Contact us to learn more about how you and your family can benefit from a trusted relationship with The Rosenberg Outcalt Wealth Management Group.

THE ROSENBERG OUTCALT GROUP

(561) 617-8822

One Town Center Road
Suite 500
Boca Raton, FL 33486

“Our clients know, we ‘walk the walk.’ We’re always accessible and available to answer questions and solve problems, and they trust and respect our advice.”

Steven Rosenberg, Senior Vice President, Private Wealth Advisor

At The Rosenberg Outcalt Wealth Management Group, we provide wealth planning and family-office services to a limited number of families, ensuring that we truly deliver the highest levels of service.

STEVEN ROSENBERG

Managing Director, Private Wealth Advisor
SRosenberg@rockco.com
(561) 617-8820

COLTON OUTCALT

Senior Vice President, Private Wealth Advisor
COutcalt@rockco.com
(561) 617-8821

MAUREEN HOOVER

Senior Associate
MHoover@rockco.com
(561) 617-8822
A leading private wealth practice…
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax & Legal Advisor Coordination

We work with your Tax Advisor to manage your investments in a tax-efficient manner and coordinate with your Attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our unique combination of holistic and specialized services, designed to complement world-class wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education
  • Aggregated Reporting

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

• Differentiated, independent advice for entrepreneurs and business owners

• Execution across private and public companies owned or operated by our clients

• Mergers, acquisitions, divestitures, capital raises

• Real estate advisory

• Sports franchise advisory

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

Equity Strategies

  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.

Fixed Income Strategies

  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic Advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients.

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.

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STEVEN ROSENBERG

STEVEN ROSENBERG

Managing Director, Private Wealth Advisor

 

Steve Rosenberg is a Managing Director and Private Wealth Advisor in Rockefeller Capital Management’s Boca Raton, Fla., office. With his 25 years of industry experience, Steve is a Senior Portfolio Management Director that focuses on tax-efficient investing for high-net-worth families, estates and corporations.

Prior to joining Rockefeller Capital Management, Steve spent the past decade at Morgan Stanley. Before Morgan Stanley, Steve spent 15 years as a Private Wealth Advisor at Merrill Lynch, ultimately serving as a Resident Director at one of the firm’s top performing Private Wealth Management branches. Before Merrill Lynch, Steve played several seasons of Major League Baseball for the Chicago White Sox, San Diego Padres and New York Mets.

Steve has a planning-based approach to investing, serving high-net-worth individuals and families. At the core of the business, he manages open architecture investment models that serve to help his clients meet their financial goals, with special attention to risk tolerance and return objectives.

Steve was drafted into the MLB after attending the University of Florida and holds his Series 7, 63, and 65 licenses, among several others. He currently lives in Lighthouse Point, Fla., with his wife of 30 years, with whom he is the father of four. He enjoys working with children, golfing, cooking and boating.

Areas of Focus:

Senior Portfolio Management Director
Estate Planning
Corporate Executives and Insiders (Rule 144A)
Generational Wealth Planning
Foundations

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COLTON OUTCALT

COLTON OUTCALT

Senior Vice President, Private Wealth Advisor

 

Colton Outcalt is a Senior Vice President and Private Wealth Advisor in Rockefeller Capital Management’s Boca Raton, Fla., office. He specializes in delivering custom solutions to a small group of ultra-high-net-worth clients and family offices. This process typically starts with estate planning conversations that lead to tax efficient investing strategies.

Colton began his career at Morgan Stanley in 2013. While there, Colton was named to the firm’s Pacesetter’s Club in 2016 and again in 2019. This global recognition is for financial advisors who demonstrate the highest professional standards and client service while being in the top percentage of new assets under management (AUM).*

He received his Bachelor of Science degree in Finance from Florida State University and is a supporter of various non-profits including: Seminole Boosters, New Story and Saint Andrews School of Boca Raton. He maintains his Series 7 and 66 licenses and has also passed his Securities Industry Essentials Exam. He enjoys wine, golfing, attending sporting events and traveling.

 

Examples of Financial Engagements:

Estate Planning/Investment Strategy creation for entrepreneur selling software business in excess of 62 million
Advised lead investors of 3 Billion Dollar SPAC transaction
Advised founder of current NASDAQ listed company pre and post IPO
Advise Florida Single Family Office with AUM of 1.5 Billion
Executed Custom Lending solution for primary residence of 30 million
Advised three families on private aviation ownership/leasing options

 

Areas of Focus:

Estate Planning
Senior Portfolio Manager – Stocks, Bonds, ETFs and SMA Strategies commonly used
Custom Lending
Family Offices/Private Equity
Alternative Investments – Real Estate, Hedge Funds and Private Credit
Corporate 401K Plans


*For more information about the selection criteria for each award, please consult the sponsor’s website. Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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MAUREEN HOOVER

MAUREEN HOOVER

Senior Associate

 

Maureen Hoover is a Senior Associate in Rockefeller Capital Management’s Boca Raton, Fla., office.

Maureen has 29 years of industry experience and is the leader of operations for The Rosenberg-Outcalt Group.

Prior to joining Rockefeller Capital Management, Maureen spent the past decade at Morgan Stanley. Before Morgan Stanley, Maureen spent 17 years as an Associate at Merrill Lynch, ultimately serving as senior associate and a critical leader at one of the firm’s top performing Private Wealth Management branches.

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