Rosen Summit Dental Advisors, LLC

Rosen Summit Dental Advisors, LLC, was created to better serve our clients and provide a more comprehensive resource for all aspects of your dental practice. With the help of our highly experienced team, this partnership will allow us to provide you with a full suite of services so we can assist you from the initial booking of an appointment, to the collecting of the final bill, and everything in between. Rosen Summit Dental Advisors, LLC is putting our vision of working with your office into practice by creating two main divisions to best serve your needs: In-Office Practice Management Consulting (also known as Field Operations) and Outsourcing. Contact them at 781-724-7975 or or visit their website

Rosen Dental Transitions, LLC Whether you want to sell your practice today, sell it in the future or buy a practice tomorrow, Rosen Dental Transitions, can handle every step in the transition process. The collaboration and support of Rosen & Associates, LLP, Rosen Summit Dental Advisors, LLC, CCR Wealth Management, LLC and 10+ years in dental acquisition financing, gives us a unique perspective into transitioning a dental office. Through our family of companies, we are able to advise you on retirement planning, tax implications, practice operations, management consulting, A/R & billing, and real estate and practice value Contact them at 617-990-7237 or or visit their website

CCR Wealth Management, LLC

CCR Wealth Management works closely with business owners to offer guidance and solutions in managing both their professional and personal finances. With today’s rising costs and demanding regulatory requirements, it is important to work with professionals who can review your full financial picture and develop plans and solutions that meet the needs of both you and your employees now and into the future. As your one point of contact, we help you prioritize your goals; develop plans to meet them; evaluate and implement solutions, including cost-effective benefits plans; and coordinate with other professionals to help ensure you and your business’ financial objectives are being met.

For more information please visit or call (508) 475-3880.

Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies.

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