
HOWARD ROTHMAN
Howard Rothman is a Managing Director with TritonPoint Wealth. He serves a select group of entrepreneurs and families primarily in the MD-DC-VA metro region. Prior to joining TritonPoint Wealth, he garnered 15 years of Wall Street experience as a Private Wealth Advisor at Morgan Stanley, UBS, and JPMorgan.
Howard believes private wealth management has never been simply about supervision of assets. Rather, he strives to gain an understanding of the interwoven story of a client’s life to ensure that his approach reflects their values, traditions, and unique personal goals. He embraces each chapter of this narrative, providing guidance, insight, and partnership to individuals whose objective is to sustain financial success on their terms.
Howard is a Certified Exit Planning Advisor-CEPA®. He and the TritonPoint Wealth team assist business owners prepare for their exit transactions from a personal, financial and business readiness standpoint. Successful exits include several professionals working together. Howard is able to assist in building and coordinating a unified team of professionals around the client. He is happy to work with the client’s existing professionals and make introductions where needed. Successful exit planning often starts years in advance of the transaction and includes proactive tax, estate, and gift planning
Howard Rothman is a Managing Director with TritonPoint Wealth. He serves a select group of entrepreneurs and families primarily in the MD-DC-VA metro region. Prior to joining TritonPoint Wealth, he garnered 15 years of Wall Street experience as a Private Wealth Advisor at Morgan Stanley, UBS, and JPMorgan.
Howard believes private wealth management has never been simply about supervision of assets. Rather, he strives to gain an understanding of the interwoven story of a client’s life to ensure that his approach reflects their values, traditions, and unique personal goals. He embraces each chapter of this narrative, providing guidance, insight, and partnership to individuals whose objective is to sustain financial success on their terms.
Howard is a Certified Exit Planning Advisor-CEPA®. He and the TritonPoint Wealth team assist business owners prepare for their exit transactions from a personal, financial and business readiness standpoint. Successful exits include several professionals working together. Howard is able to assist in building and coordinating a unified team of professionals around the client. He is happy to work with the client’s existing professionals and make introductions where needed. Successful exit planning often starts years in advance of the transaction and includes proactive tax, estate, and gift planning
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- Website:
https://www.tritonpointwealth.com/team/howard-rothman/ - Phone: (301) 775-4576
- Email:
hsr321@gmail.com - City: Chevy Chase
- State: Maryland
- Postal Code: 20815
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: TritonPoint Wealth
HOWARD ROTHMAN

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
