Rothenberg Wealth Management
A legal & financial in Calgary — personalized, relationship-driven advisory.
Care that adapts as needs change.
Retirement planning and portfolio management. Small, accessible team with named advisors and responsive communication.
Multiple generations of families use the firm and refer relatives
personalized, relationship-driven advisory
What families look for first.
Who this may be right for.
Good fit for
- Retirement planning and portfolio management
- Long-term wealth management relationships
- Power of attorney situations managing elderly relative finances
Ask first if
- Advisors include Robert Rothenberg, Philip Blake, and Samia Preston — clients tend to stay with one advisor long-term
- Business ownership into retirement
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
Questions families actually ask.
Who are the main advisors at Rothenberg Wealth Management? +
Reviewers consistently mention three advisors: Robert Rothenberg, Philip Blake, and Samia Preston. Clients tend to develop long-term relationships with a single advisor rather than working with the broader team.
Is this firm suitable for retirement planning? +
Many reviewers specifically mention retirement planning, portfolio reviews, and transitioning from business ownership or employment into retirement as core services they received. Clients report leaving meetings feeling confident and well-prepared.
Can they assist with managing investments on behalf of an elderly relative as POA? +
At least one reviewer explicitly noted that advisor Samia Preston helped them navigate the POA role to establish safe investments for an elderly relative, including transparent communication and responsive guidance.
How long have clients typically been with the firm? +
Several reviewers report relationships spanning 10, 20, 30, and even over 30 years, suggesting strong client retention and continuity of service.
Do they handle registered accounts like RESPs and TFSAs? +
Reviewers mention that Philip Blake covers RESP, TFSA, and estate planning topics during portfolio review meetings, indicating familiarity with common registered account structures.
Is the firm family-friendly for multi-generational clients? +
Multiple reviewers note that entire families — including in-laws and extended relatives — are clients of the firm, and several mention referring family members who also became satisfied clients.
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