Welcome to Rockwood Wealth Management
200 Harry S. Truman Parkway, Suite 300 | Annapolis, MD 21401
Telephone: 410-224-0097 Fax: 888-753-8777
At Rockwood Wealth Management, our mission is simple: to provide personalized financial planning and investment advice that minimizes our clients’ financial concerns and maximizes their security.
Ted Toal, CFP® and partner of Rockwood Wealth Management, understands that every client has unique needs. Our role is to help you make smart, well-informed decisions about your financial life and investments - providing you with greater financial independence, peace of mind, and security.
- We listen and help evaluate your needs, and then develop a plan reach your financial and personal goals - within your own comfort level. Your goals form the foundation for your financial life. They become the measure against which we will base every financial decision you make.
- Our clients are business owners, professionals and retirees who are too busy with their own career and lives and don’t have the time to research and manage their finances themselves or simply want a professional to work together with. They are prudent investors who are relationship and goal oriented, and expect the same from their financial advisor.
While each of our clients is unique, they all have one thing in common: They want unbiased financial planning and investment advice from experienced professionals. Our clients look to Rockwood Wealth Management to provide solutions for their current situation and ultimate goals. They have worked hard for their money and look to us to guide them toward financial security throughout their lives.
When you start working with Rockwood Wealth Management, we become your "personal chief financial officer," offering the resources to coordinate all of your financial needs. We can assist you in all areas of financial life like investment planning, retirement planning, tax planning, estate planning and insurance needs. Unlike many brokers, we are a Fee–Only Independent Firm and do not accept any commissions.
To take control of your financial future, contact a professional at Rockwood Wealth Management today.