Bruce Greenwald
Comprehensive family office services that put your best interests first
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Serving Clients Nationwide
Comprehensive family office services that put your best interests first
Areas of Focus
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Retirement Planning
- Tax-Smart Accumulation Planning
- Taxes
About Bruce Greenwald
When it comes to entrusting a professional to manage and preserve wealth for your family—experience is everything, and so are strong relationships. Bruce Greenwald founded Rosehaven Family Office to create and implement a process for families to manage their wealth.A Founding Partner and Managing Director, Bruce is passionate about connecting families with what matters to them—helping to maximize their wealth to make a difference and evolve their vision for the future. With over four decades of experience as a banker, financial professional, and entrepreneur, Bruce believes in the power of building bridges. His expertise in creating pathways toward opportunities enables families to understand their wealth’s power and purpose—now and for generations to come. Bruce has advised families about their wealth since 1999.
In Bruce’s prior professional career as a trader and risk manager, he managed risk at some of the largest corporations and banks in the world, including British Petroleum, Republic National Bank of New York, and Morgan Stanley. He also has been a frequent speaker at conferences, focusing on risk management strategy.
With the understanding of being an entrepreneur, Bruce is also the co-founder of MGO-One Seven, a registered investment advisory firm with offices nationwide. As a member of the Park City Angel Network, Bruce additionally serves as an advisor for start-up companies in Utah. He believes that purpose comes with community service and has recently served on the Board of Trustees for the People’s Health Clinic in Park City, Utah and The Jewish Federation of Utah.
Bruce and his wife Natalie enjoy taking part in Park City’s active community, especially skiing, hiking, and biking.
Primary Location
1375 Deer Valley Drive, Suite 215, Park City, Utah 84060
Additional Locations
📍 Park City, Utah
📍 Cleveland, Ohio
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Rosehaven Family Office
Our proactive, solution-based approach to generational wealth management provides the framework for affluent families across the United States to leave lasting legacies. As a boutique family office, Rosehaven strives to provide ultimate service levels to the families we work for, going far beyond traditional wealth management to support nearly every facet of your life.Rosehaven Family Office offers a team of highly specialized, multi-disciplinary professionals to align your wealth and affluent success with your vision for your family’s legacy.
Led by Managing Director Bruce Greenwald, who spent over 40 years as a banker, trader and financial professional, the Rosehaven Family Office team acts as consultants and problem solvers, overseeing all aspects of your financial wellness and bringing other specialists to the table as needed.
Our team of professionals – which includes tax specialists, estate planning attorneys, portfolio managers, investment bankers and life insurance specialists – works in harmony to support our clients’ unique needs. We partner with only the best in the business to ensure all of your needs are met.
Education
Weatherhead School of Management at Case Western Reserve University, MBA, Finance | Ithaca College BS, Economics
Hobbies and Interests
- Cycling
- Family
- Hiking
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
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FAQs
FAQ Disclosures
Services are provided under the name Rosehaven Family Office, a d/b/a of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.
