The move marks a strategic shift for the practice, which has served high-net-worth families for nearly three decades. By partnering with the Clearwater-based Indivisible, the seven-member team gains access to expanded technology and administrative resources without sacrificing the personalized planning philosophy that defines their client relationships.
Baltimore's Rosenwald Private Wealth Joins Indivisible Partners
Managing $1.1 billion in assets, the Baltimore-based advisory team of Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik has transitioned to an independent model. The firm joined Indivisible Partners, a growth platform that provides infrastructure and family office services while allowing the team to retain its existing operational identity.
Beth Rosenwald, founding partner, noted that the transition aims to provide greater operational flexibility to meet the evolving complexities of multi-generational wealth. The firm will continue to focus on its core offerings, including estate planning, tax strategy, and charitable giving, while leveraging the infrastructure provided by the Indivisible platform. John Thiel, executive chairman of Indivisible Partners, cited the team’s reputation for stewardship as a primary driver for the partnership, which is designed to support the growth of independent advisory businesses.
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