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About ROCKWORTH INVESTMENT SERVICES LLC
ROCKWORTH INVESTMENT SERVICES LLC is a leading financial services firm that focuses on providing expert advice and guidance to individuals, families, and businesses looking to achieve their financial goals. With a team of experienced and knowledgeable advisors, ROCKWORTH helps clients navigate the complex world of finance and make well-informed decisions about their money.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial guidance based on each client’s unique situation and goals
– Offers a wide range of financial services to meet the diverse needs of clients
– Utilizes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life
– Regularly reviews and monitors client portfolios to ensure they remain aligned with their goals and risk tolerance
– Provides ongoing education and support to help clients make informed financial decisions
Facts and Insights
At ROCKWORTH INVESTMENT SERVICES LLC, our mission is to help our clients achieve financial security and peace of mind. To achieve this, we utilize a data-driven and research-based approach to financial planning. Here are some facts and insights about our firm:
– Assets Under Management: $500 million
– Number of Advisors: 15
– Time in Business: 10 years
– Number of Clients Served: Over 1,000
Financial Services Offered
ROCKWORTH INVESTMENT SERVICES LLC offers a comprehensive range of financial services to meet the diverse needs of our clients. These include:
– Investment Management
– Retirement Planning
– Tax Planning
– Estate Planning
– Insurance Planning
– College Planning
– Business Planning
– Cash Flow Planning
Client Types
We serve a wide range of clients, including:
– High-net-worth individuals and families
– Business owners
– Professionals and executives
– Pre-retirees and retirees
– Young professionals
– Parents with children
– Non-profit organizations
Fees & Compensation
ROCKWORTH INVESTMENT SERVICES LLC operates on a fee-only basis, which means we are compensated solely by our clients and do not receive commissions or other incentives from third parties. This ensures that our advice is always unbiased and in the best interest of our clients.
Our fees are based on a percentage of assets under management. This fee structure aligns our interests with those of our clients, as our compensation increases as their assets grow.
Background
ROCKWORTH INVESTMENT SERVICES LLC was founded in 2011 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John recognized a need for a firm that puts clients’ best interests first and provides them with expert financial guidance and education. Today, ROCKWORTH is recognized as a top financial advisory firm in the region, thanks to its client-centric approach and commitment to excellence.
Financial Advisor Disclosures to Know
As a fiduciary, ROCKWORTH INVESTMENT SERVICES LLC is legally obligated to act in the best interests of our clients at all times. We also adhere to strict ethical standards, and all of our advisors hold the necessary licenses and credentials to provide financial advice.
We have no disciplinary actions on our record, and there are no conflicts of interest in our business practices.
In conclusion, at ROCKWORTH INVESTMENT SERVICES LLC, we are committed to helping our clients achieve their financial goals and live their best lives. With our experienced team, comprehensive services, and client-centric approach, we are confident in our ability to make a positive impact in our clients’ lives. Contact us today to learn more about how we can help you achieve financial success.