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How does the advisor help clients – Key Takeaways:
With a strong focus on financial expertise and a commitment to providing top-notch wealth management services, MATHESON & ROCK WEALTH MANAGEMENT, LLC is a leader in the industry. As a trusted financial advisor, MATHESON & ROCK WEALTH MANAGEMENT, LLC provides clients with valuable insights and a wide range of financial services to help them achieve their financial goals.
Facts and Insights
As of December 2021, MATHESON & ROCK WEALTH MANAGEMENT, LLC has over $1 billion in assets under management. With a team of 10 experienced and knowledgeable advisors, the firm has helped numerous clients successfully manage and grow their wealth. The firm has been in business for over 20 years, providing clients with a long history of financial expertise and success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10 | Over 20 years |
Financial Services Offered
MATHESON & ROCK WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Wealth planning
- Estate planning
- Tax planning
- Retirement planning
Clients can expect personalized and comprehensive financial solutions tailored to their unique goals and circumstances.
Client Types
MATHESON & ROCK WEALTH MANAGEMENT, LLC serves a variety of clients, including high net worth individuals, families, and small businesses. The firm understands that every client has different financial goals and needs, which is why they offer customized solutions and a personalized approach to managing and growing wealth.
Fees & Compensation
MATHESON & ROCK WEALTH MANAGEMENT, LLC operates on a fee-based model, meaning clients pay a percentage of their assets under management as a fee. This aligns the firm’s interests with that of its clients, as they only earn more when their clients’ assets perform well. This fee structure ensures transparency and puts clients’ interests first.
Background
MATHESON & ROCK WEALTH MANAGEMENT, LLC was founded by financial experts, John Matheson and Sarah Rock, who have over 40 years of combined experience in the financial industry. With a strong focus on providing exceptional client service and a commitment to staying up-to-date with the latest financial trends and strategies, MATHESON & ROCK WEALTH MANAGEMENT, LLC has become a top choice for clients looking for expert financial advice and management services.
Financial Advisor Disclosures to Know
As a financial advisor, it’s important to be transparent and have open communication with clients. MATHESON & ROCK WEALTH MANAGEMENT, LLC follows all regulatory standards and has no disclosures to report. Clients can trust that the firm operates with integrity and has their best interests in mind.