ROCK STEADY WEALTH, INC.
About the Advisor
Rock Steady Wealth, Inc. is a financial advisory firm that provides personalized and comprehensive financial strategies to help clients achieve their financial goals. The team at Rock Steady Wealth, Inc. is composed of experienced and knowledgeable financial experts who are dedicated to providing the highest level of service to their clients.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans to meet individual goals and objectives.
- Offers a wide range of financial services to cater to different client needs.
- Takes a holistic approach to financial planning, considering all aspects of a client’s financial situation.
- Provides ongoing support and guidance to help clients stay on track towards their goals.
Facts and Insights
Rock Steady Wealth, Inc. has been in business for over 20 years, providing top-notch financial services to clients. The firm’s success can be attributed to their client-centric approach and commitment to helping individuals and families achieve financial stability and security. The following are some insights and facts about this reputable financial advisor:
- Assets Under Management: $500 million (as of 2021)
- Number of Advisors: 10
- Time in Business: 20+ years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $500 million | 10 | 20+ years |
Financial Services Offered
Rock Steady Wealth, Inc. offers a variety of financial services to cater to the diverse needs of their clients. From retirement planning to investment management, the firm’s comprehensive approach ensures that all aspects of a client’s financial well-being are covered. Below are some of the financial services offered by Rock Steady Wealth, Inc.:
- Retirement planning and analysis
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Education planning
- Financial education and guidance
Client Types
Rock Steady Wealth, Inc. works with a diverse range of clients, including individuals, families, and businesses. The firm’s holistic approach to financial planning allows them to serve clients at different stages of life and with varying financial goals. Some of the client types that Rock Steady Wealth, Inc. caters to include:
- High-net-worth individuals
- Retirees
- Business owners
- Young professionals
- Families with children
Fees & Compensation
Rock Steady Wealth, Inc. is a fee-based advisor, which means they charge a flat or hourly rate for their services. This is in contrast to commission-based advisors who earn their compensation through the sale of financial products. The firm’s transparent and straightforward fee structure allows clients to have a clear understanding of the costs associated with their services. During the initial consultation, the firm’s advisors will discuss the fees and compensation structure in detail with potential clients.
Background
Rock Steady Wealth, Inc. was founded in 1999 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The firm’s mission is to help individuals and families achieve financial stability and security through personalized and comprehensive financial planning. With a team of highly qualified and experienced advisors, Rock Steady Wealth, Inc. has established itself as a leading financial advisory firm in the industry.
Financial Advisor Disclosures to Know
As a reputable financial advisor, Rock Steady Wealth, Inc. follows all industry regulations and has a clean disciplinary record. The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to clients. The firm’s advisors