Are We The Right Fit?
As a prospective client, it is likely you are a good fit if:
- You value a service oriented firm that can coordinate all the facets of your financial life: your investment planning, tax planning, retirement planning, estate planning, risk management and charitable giving.
- You insist on a fully disclosed and transparent process with no hidden conflicts of interest, no corporate biases, and no obfuscated fees.
- You prefer a boutique, personal firm with roots in the community that puts your interests ahead of its own.
- You delegate the implementation of your personalized wealth management strategies.
Rockwood Wealth Management has locations in Bucks County, Pennsylvania and Anne Arundel County, Maryland.
Financial Planning and Investment Management for Prosperous Individuals, Families, and Institutions.