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

401(k) and Qualified Plans - The Civil Engineering Firm

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