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Our Primary Purpose

Transitions Wealth Management was founded by  Rose Galeano-Phillips, CFP®. Rose focuses her practice on comprehensive wealth management.  As a CERTIFIED FINANCIAL PLANNER™ practioner, Rose proactively plans for potential changes to your life while guiding you through your life's transitions as they happen. Rose holds the Series 7, 6, 63, 65 and PA and NJ Accident Health, Life and Fixed Annuities, Variable LIfe and Variable Annuity Insurance licenses.

Rose believes in wealth management that helps you thrive through the stages of your life.  When you work with Transitions Wealth Management, you will feel very welcome.  You will find that Rose has an ardent desire to understand you and your life.  This is important because it helps her adapt your financial solutions to meet your needs because she truly has an interest in you and wants to see you thrive.

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