Exit Planning Institute - Find a CEPA

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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