Roth Wealth Management
Aaron D. Roth
Wealth Management Advisor and Principal|CLU®, ChFC®, RICP®, CLTC®
Aaron Roth
Aaron has been an advisor at Northwestern Mutual since 2008, following his graduation from SUNY Brockport. Beyond his professional role, his most cherished responsibilities are being a devoted husband to his wife Mariah and a loving father to his daughter Natalie. In his free time, Aaron enjoys fishing, golfing, and rooting for the Buffalo Bills. His credentials include the RICP® (Retirement Income Certified Professional), CLTC® (Certified Long-Term Care), CLU® (Chartered Life Underwriter), and ChFC® (Chartered Financial Consultant) designations.
Roth Wealth Management Team
Jed Porter
CLU®, ChFC®
Operations Manager
Jed is an accomplished alumnus of SUNY Oswego, graduating with honors in accounting. He joined forces with Aaron soon after to take over the operations of the business. His credentials, including the CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations.
David DeSorbo
Wealth Management Associate
David is an alumnus of SUNY Oswego, graduating with honors in Business Administration as part of the Class of 2023. He currently holds his New York Life and Accident license and the Series 7 and Series 63 registrations.
Involvement In the Community
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4