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