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.
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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