Eric H. Rosenberg, JD, MBA

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Eric H. Rosenberg, JD, MBA

Tax Planning
Financial Counseling
Investment Strategies


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2011 – 2024)


Former Treasurer, Home Away Boston

For nearly 30 years, Eric Rosenberg has focused his practice on tax, financial counseling, and investment management. 

Prior to joining the firm, Eric was a civil litigator with an emphasis on estate-related litigation and structuring settlements for a Cambridge, MA law firm. 

  • Admitted to practice law in Massachusetts and Illinois
  • Investment Adviser Representative (Series 66)
  • JD, Boston University School of Law
  • MBA (with Honors), Boston University Graduate School of Management
  • BA in Political Science from Northwestern University

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.