Your Goals
Client Case Studies
At Rockwood Wealth Management, we are passionate about providing the highest levels of client service. We are genuinely interested in our clients as people, as their best interests are always foremost in our minds. We invite you to enjoy the following client case studies so that we may provide you with a clear understanding of Rockwood's approach to our client/advisor relationships:
Business Owners - Mark, the goals oriented CEO
Physicians - Mary, the Endovascular Surgeon
Corporate Executives - Stephen, the Executive Vice President
Women in Transition - Elizabeth, recently widowed
Contemplating Retirement - Richard and Diane, seeking the confidence to retire
Not-for-Profit Clients - The Land Preservation Trust
