Your Goals
With Whom Do We Work?
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 stories 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
The storylines above approximate subcategories of the broad client demographic with whom we work. These parables do not portray a specific Rockwood client, but are intended to reflect a typical client relationship. Nothing contained herein represents a statement of a client’s experience with or endorsement of our firm.