Rose Capital Advisors

Rose Capital Advisors Independent, boutique wealth management firm located in Miami Beach. We unapologetically embody an anti-corporate culture.

After nearly 20 years in the financial services industry, we grew frustrated by the constraints and red tape of being employees of large banks. In 2012, we sought to create our own boutique advisory firm based on the principles of independence, transparency and client advocacy. Located in the heart of South Beach, we personify our surroundings: laid-back, easy-going, and approachable. Our office f

eels more like a Silicon Valley start-up loft with high ceilings, industrial lighting and collaborative whiteboard walls than a stodgy old Wall Street private bank. We are extremely professional; yet display a unique family-oriented environment that is comfortable and familiar for all clientele. We embrace new technology to enhance the client experience. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of uniquely successful clients, allowing us the time needed to carefully customize our services and solutions.

Bring your child to work day was a success! Lots of donuts and coloring!
04/23/2026

Bring your child to work day was a success! Lots of donuts and coloring!

04/08/2026

Private markets continue to play an important role in portfolios, but the dynamics are evolving. We wanted to share a new note on private markets that reflects how the environment has shifted meaningfully over the past several years. In particular, we focus on liquidity, manager selection, and the growing importance of investment structure. We hope this provides helpful context as we continue to allocate to this space.

Please reach out to us should you wish to discuss in more detail or have any questions.

Happy Passover & Easter week to all who celebrate! Have a safe a happy holiday.
04/01/2026

Happy Passover & Easter week to all who celebrate! Have a safe a happy holiday.

As we close out Women’s History Month, we are proud to share that Ashley Kulju was recently featured in Investor Magazin...
03/31/2026

As we close out Women’s History Month, we are proud to share that Ashley Kulju was recently featured in Investor Magazine’s March Trailblazer series. Her perspective highlights the value women bring to wealth management. We’re honored to see her recognized and to have her leadership reflected in this feature.

In a few words, what does being a “Trailblazer” mean to you, and how did your path into wealth management begin? Being a trailblazer means leading with intention, setting a standard through your work, your values, and the way you show up for clients and colleagues, while helping expand what lead...

Address

119 Washington Avenue, Suite 400
Miami Beach, FL
33139

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+13055347673

Website

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