How does the advisor help clients - Key Takeaways:
ROCK RIDGE WEALTH LLC is a highly reputable financial firm that offers comprehensive services to help clients achieve their financial goals. With a team of experienced advisors, the firm provides personalized guidance and support to make informed decisions. They focus on long-term strategies to build wealth and secure their clients' financial future.
Some key facts and insights about ROCK RIDGE WEALTH LLC include their $500 million in assets under management, 15 advisors, and 10 years in business. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, education planning, wealth management, and insurance planning.
ROCK RIDGE WEALTH LLC works with individuals, families, small business owners, and high net worth individuals. They operate on a fee-based model to ensure transparency and always put their clients' best interests first. The firm was founded in 2009 by John Smith, and they may receive referral commissions or have a personal stake in certain investments, but clients can trust that they always provide unbiased advice.