Financial Planning and Investment Management for Prosperous Individuals, Families, and Institutions

You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.

Client Focused

Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA.

 

As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.

OUR TEAM

John-Augenblick
Brian-Booth
Mark-Kelly
Sam-Feldbaum
Megan-Lottier
Kenny-Bauer
travis
Craig-Morgenstern
Najeedah
Rob-Stephenson
Alaina
Maureen-Gribb
Scott Kelly
John-Hagan
Courtney-Durham
Renee
Paige-Marlow
Patti-Vidakovic
Janelle-Lear

CONTACT US

ADDRESS: 6464 Lower York Road, Suite A, New Hope PA 18938

TEL: (267) 983-6400

 

Financial Planning & Investment Management For Prosperous Individuals, Families, and Institutions

ADDRESS: 6464 Lower York Road, New Hope, PA  18938                                                TEL: (267) 983-6400

  • Grey LinkedIn Icon

© 2020 by Rockwood Wealth Management.   Legal Disclosure