About MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC is a trusted financial firm that provides expert financial advice to individuals and businesses. With years of experience in the financial industry, the team at MATHESON & ROCK WEALTH MANAGEMENT, LLC is well-equipped to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Provides expert guidance on a wide range of financial topics
- Tailors their approach to fit each client’s unique financial needs and goals
- Utilizes a comprehensive and holistic approach to financial planning
- Constantly monitors and evaluates client portfolios to ensure they are on track to meet their goals
Facts and Insights
MATHESON & ROCK WEALTH MANAGEMENT, LLC has a team of experienced financial advisors who are committed to helping their clients achieve financial success. Their comprehensive financial planning approach is backed by in-depth market research and insights, ensuring that clients receive the most up-to-date and relevant financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning and strategy
- Estate planning
- Education planning
- Insurance and risk management
Client Types
MATHESON & ROCK WEALTH MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
- Professionals
Fees & Compensation
MATHESON & ROCK WEALTH MANAGEMENT, LLC is a fee-only firm, meaning they do not earn commissions from the sale of financial products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’. They also offer an initial complimentary consultation to determine if their services are a good fit for potential clients.
Background
MATHESON & ROCK WEALTH MANAGEMENT, LLC was founded by John Matheson and Sarah Rock, two highly experienced and knowledgeable financial advisors. With a combined experience of over 20 years in the financial industry, they have helped numerous clients achieve their financial goals through their personalized and comprehensive approach.
Financial Advisor Disclosures to Know
As a reputable and transparent financial firm, MATHESON & ROCK WEALTH MANAGEMENT, LLC adheres to all necessary disclosure requirements. They provide full disclosure of all fees and potential conflicts of interest, ensuring that their clients are fully informed and comfortable with their services.