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How does the advisor help clients – Key Takeaways:
ROCKWOOD WEALTH MANAGEMENT, LLC is dedicated to providing exceptional financial services to its clients. As a trusted partner, they strive to help their clients achieve their financial goals and secure their financial future. They offer a variety of financial services and cater to different client types. With their expertise and experience in the financial industry, ROCKWOOD WEALTH MANAGEMENT, LLC is able to provide clients with valuable insight and advice to help them make informed financial decisions.
Facts and Insights
Since its establishment in 2005, ROCKWOOD WEALTH MANAGEMENT, LLC has been committed to providing top-notch financial services that focus on the clients’ best interests. The firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation to create a personalized and comprehensive plan. Their team of experienced advisors works closely with clients to understand their financial goals and develop strategies to help them achieve them.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ROCKWOOD WEALTH MANAGEMENT, LLC offers a wide range of financial services to cater to their clients’ diverse needs and goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer strategies
Client Types
ROCKWOOD WEALTH MANAGEMENT, LLC serves a variety of clients, including individuals, families, and businesses. Their team of advisors has expertise in helping clients from different life stages and backgrounds, from young professionals just starting their careers to retirees looking to preserve their wealth and pass it on to future generations. No matter the client type, ROCKWOOD WEALTH MANAGEMENT, LLC is committed to providing exceptional service and tailored solutions to help them achieve their financial goals.
Fees & Compensation
ROCKWOOD WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management, which ensures that their interests are aligned with their clients’ success. They also offer fee-only planning services for clients who prefer to pay for specific financial services rather than assets under management. This transparent fee structure allows clients to have a clear understanding of the services they are receiving and eliminates any potential conflicts of interest.
Background
ROCKWOOD WEALTH MANAGEMENT, LLC was founded in 2005 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. John’s vision was to create a firm that prioritizes personal relationships and provides comprehensive financial planning services to clients. Today, ROCKWOOD WEALTH MANAGEMENT, LLC has grown to a team of 10 advisors and manages over $500 million in assets under management.
Financial Advisor Disclosures to Know
ROCKWOOD WEALTH MANAGEMENT, LLC is a registered investment advisor (RIA) and operates under a fiduciary duty, meaning they are legally required to act in their clients’ best interests at all times. This provides clients with peace of mind knowing that the firm’s recommendations and actions are always aligned with their goals and best interests. Additionally, all advisors at ROCKWOOD WEALTH MANAGEMENT, LLC have a clean record with no disciplinary actions or compliance issues.