Lewis Rosen

Lewis Rosen is the founder of Legacy Private Client Services, which offers a boutique team of financial professionals dedicated to serving high-net-worth individuals in Florida. Legacy seeks to provide full service financial planning with a focus on investment strategies, tax planning, and estate planning—primarily for physicians, dentists, business owners, retirees and professionals.

Lewis and his team have historically provided a disciplined, diversified approach to wealth management clients. A focus on building long-term relationships with clients, seeking to align the firm with their values and planning philosophies, is an overarching goal.

A prolific public speaker and industry educator, Lewis has delivered hundreds of lectures on wealth management and has trained more than 1,000 financial planners as well as having presided over numerous educational seminars directly to prospective wealth management clients, many of whom have become long term clients.

Despite overseeing significant client assets, Lewis remains committed to a highly personalized, hands-on approach for every client. He is happily married and a proud father of three.