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About ROCKWALL WEALTH ADVISORS
ROCKWALL WEALTH ADVISORS is a financial consulting firm dedicated to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, ROCKWALL WEALTH ADVISORS provides comprehensive financial planning and investment management services.
How does the advisor help clients – Key Takeaways:
- ROCKWALL WEALTH ADVISORS offers personalized financial planning and investment management services tailored to each client’s unique needs and goals.
- The firm takes a holistic approach, considering all aspects of a client’s financial situation, to create a comprehensive and effective financial plan.
- ROCKWALL WEALTH ADVISORS is committed to helping clients build and preserve wealth, minimize taxes, and achieve long-term financial success.
Facts and Insights
ROCKWALL WEALTH ADVISORS has been in business for over 10 years, providing trusted financial advice and services to clients. With a team of 5 experienced advisors, ROCKWALL WEALTH ADVISORS has helped numerous clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 10 years |
Financial Services Offered
ROCKWALL WEALTH ADVISORS offers a wide range of financial services to help clients manage their wealth and reach their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and estate planning.
Client Types
ROCKWALL WEALTH ADVISORS serves a diverse range of clients, including high net worth individuals, families, and small business owners. The firm understands that each client has unique financial needs and tailors its services to best meet those needs.
Fees & Compensation
ROCKWALL WEALTH ADVISORS’ fees are based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the firm only profits when the client’s investments increase in value. The firm also offers a free initial consultation to discuss a potential client’s financial goals and needs.
Background
The advisors at ROCKWALL WEALTH ADVISORS have a strong background in finance and investment management. They possess various certifications and accreditations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). This expertise and knowledge allow them to provide sound financial advice and guide clients towards financial success.
Financial Advisor Disclosures to Know
ROCKWALL WEALTH ADVISORS is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, requiring them to always act in the best interests of their clients. Additionally, the firm has a clean disciplinary record, with no disclosures or sanctions against them or their advisors.