How does the advisor help clients – Key Takeaways:
ROCKWAY WEALTH PARTNERS is a financial services firm that provides expert advice and guidance to clients. The firm focuses on helping individuals and businesses achieve their financial goals through personalized strategies and a comprehensive range of services.
Key takeaways to note about how the advisor helps clients include:
- Expert financial advice
- Personalized strategies
- Comprehensive range of services
- Focus on helping individuals and businesses
Facts and Insights
ROCKWAY WEALTH PARTNERS is a well-established firm that has been providing financial services for over 20 years. During this time, they have helped countless clients achieve financial success and security. With a team of experienced and knowledgeable advisors, clients can trust in the firm’s expertise and track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20+ years |
Financial Services Offered
ROCKWAY WEALTH PARTNERS offers a wide range of financial services to meet the diverse needs of clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- And more
Client Types
The firm works with a variety of client types, including:
- Individuals and families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
ROCKWAY WEALTH PARTNERS is a fee-based firm, meaning they charge a percentage of assets under management as their primary form of compensation. This aligns their interests with their clients’ interests and ensures that they are always working in their clients’ best financial interests.
Background
ROCKWAY WEALTH PARTNERS was founded by financial experts with a passion for helping clients achieve financial success. With a combined experience of over 50 years in the financial services industry, the firm’s leadership brings a wealth of knowledge and expertise to the table.
The firm operates with a client-centric approach, always putting their clients’ needs and goals first. This commitment to providing personalized and top-quality service has earned the firm a reputation as a trusted and reliable financial advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROCKWAY WEALTH PARTNERS abides by strict disclosure requirements. Clients can access the firm’s most recent Form ADV on the SEC’s website, which details important information such as services offered, fees charged, and any potential conflicts of interest.
Additionally, the firm’s advisors are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. This provides clients with peace of mind knowing that their advisor is always working in their best financial interests.