Who We Are

The Wealth and Family Management Group is made up of resourceful dedicated relationship managers with one prime responsibility: to help you cope with the complexities of wealth.

James RosebushThe company was started and is led by James Rosebush. Mr. Rosebush has 26 years of professional background in family office management, private and corporate foundation management, as well as private banking, and asset management. He also spent six years as a senior aide to President and Mrs. Reagan. He knows about the challenges of wealth first hand and is eager to shape a company of professionals that are responsive to the client's requirements.

He started this company because his clients kept telling him that, while they were able to find expert investment advice, they were not always able to find trusted advisors who could direct the non-investment asset management of their wealth. What's more they wanted someone they could trust with their questions about raising responsible children and solving the day-to-day complexities of running households.

"This is a company of angels. The relationship managers are dynamite -- and helpful."

"This firm is like a quarterback for your assets. Before I engaged them my reports and assets were strewn all over the place. Now I feel like I am more in control of my financial picture.



1250 24th Street, NW Suite 350
Washington, DC 20037
(202) 835-1695