Building Tax-Free Retirement Income for the Next Generation

Independent wealth strategy for pre-retirees and high earners ready to bridge the retirement gap.

About Us

Everence Wealth is an independent wealth management firm helping pre-retirees and high-income earners build tax-advantaged retirement income through cash-value life insurance, Roth strategies, and sequence-of-returns risk planning. Founded by Steven Rosenberg. Licensed in 50 states.

30+

Years in Business

500+

Properties Sold

98%

Client Satisfaction

"We help families close the gap between what they have saved and what they actually need for the retirement they want — without trusting their future to one carrier or one product."

Our Story

Everence Wealth was founded by Steven Rosenberg to bring institutional-grade tax-advantaged strategies to families who have outgrown the limitations of traditional 401(k) and IRA planning. Steven has spent over 30 years in wealth management and is licensed as an independent insurance broker in all 50 states.

The mission is simple: build the right strategy for the client, not the firm.

Why Choose Us

Most wealth firms operate as Registered Investment Advisors locked into a single product family. Steven took a different path. As an independent insurance broker, he is not constrained to one carrier — every recommendation comes from analyzing what fits the client's actual income goals, not what pays the firm a commission.