About Rockwood Wealth Management
Reviews for Rockwood Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Rockwood Wealth Management is a fee-only, fiduciary financial advisory firm based in New Hope, Pennsylvania, dedicated to creating customized financial plans and investment portfolios for high-net-worth clients. The firm focuses on retirement planning, tax planning, investment management, estate planning, and insurance planning. Clients consistently praise Rockwood for its knowledgeable and professional team, highlighting their commitment to helping clients achieve financial goals. The firm is known for its transparency and personalized approach, ensuring clients feel confident in their financial strategies. Clients appreciate Rockwood’s holistic approach, which considers individual circumstances and preferences, rather than using a one-size-fits-all method. The team is described as responsive and proactive, providing peace of mind and thoughtful service. Rockwood Wealth Management is highly recommended for those seeking trustworthy financial guidance.
I’ve had a great experience working with Rockwood Wealth Management. Their team is extremely knowledgeable, professional, and genuinely focused on helping clients reach their financial goals. They take the time to explain every step of the process and make sure you feel confident in your financial plan. I really appreciate their transparency and personalized approach — highly recommend them to anyone looking for trustworthy financial guidance.
We have been a client of Rockwood Wealth Management for many years. Our team at Rockwood is knowledgeable, responsive and gives us peace of mind. Rockwood Wealth Management goes above and beyond for its clients.
We have been working with Rockwood for about ten years and can’t say enough good things about them. Before working with Rockwood, we had some frustrating experiences working with other financial planners who tried to force a cookie cutter investment approach without any thought or consideration of our specific circumstances on us. Rockwood is exactly the opposite. Rockwood’s team is terrific and really listens and considers our specific financial goals, risk tolerances and preferences. We really appreciate their holistic approach to wealth management, which includes assisting us with things they get no financial benefit from. Rockwood’s client service is terrific...read full review