Rockwood Wealth Management is a private wealth management firm offering comprehensive investment management and financial planning for prosperous individuals, families and non-profit organizations.
As a client, you are a good fit if:
- You value a service oriented firm that can coordinate all the facets of your financial life: your investment planning, tax planning, retirement planning, and charitable giving.
- You prefer a boutique, personal firm with roots in the community that puts your interests ahead of its own.
- You are disheartened by corporate relationships with high-turnover personnel and their own agenda.
- You need a refined, customized program targeted at your most closely held goals and values.
- You want to work directly with experts who have their own money invested alongside yours, employing the same philosophies and investment vehicles as you do.
- You insist on a fully disclosed and transparent process with no hidden conflicts of interest, no corporate biases, and no obfuscated fees.