We are retirement planning experts! We do our best work with those who are:
Investors over age 50 who are retired or plan to work only when they want to in the next five years.
Diligent savers who have accumulated investments of $500,000 or more. (Excluding real estate.)
People who value hiring an expert because they know their retirement is too important to manage it alone.
Your Free Retirement Assessment™
Our three-step process to show you how to improve retirement success and lower your tax bill.
Schedule 30-Min Call
A 30-minute phone call will give us both a chance to make sure your situation matches our expertise.
Once we’ve determined we’re a good fit for each other, we’ll put together a retirement assessment with ideas on how to make the most of your financial future. Our wealth management specialists will work together to come up with the best strategy to secure your future.
With your Retirement Assessment complete, we’ll have a one-hour meeting with you to review our findings and recommendations.
We’ll explain precisely what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Think About It!
At the end of this three-step process, we will simply ask you to think about moving forward with us. We are looking to be your financial guides for the long-term relationships, not a quick transaction.
Step #1: Schedule 30-Minute Phone Call
Still Have Questions? Keep Reading…
Can you meet virtually ?
Our firm is equipped to meet with clients and potential clients via Zoom video conferencing software. A complex, unique password-protects each virtual meeting, and we adhere to the strict security guidelines necessary to protect your privacy.
How does Rockmoor Wealth Management make money?
The fees that your wealth management specialist charges should be clear and unambiguous. They are detailed on your client statements and agreed upon upfront. Generally speaking, clients pay a percentage of the investments that their wealth management specialist deals with on their behalf. This is often lower than mass-market, retail management costs.
How are you different than other financial advisors?
Rather than offer our clients generic, mass-market financial solutions, we work exclusively with a small number of privileged clients who benefit from the expertise that our skilled wealth management specialists offer. We are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.
Why should I consider hiring Rockmoor Wealth?
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will try to “time the market,” you’re in the wrong place. Why? Because no one can consistently “time the market,” we only focus on what we can control – taking care of your long-term wealth and financial security. Predicting if the stock market will go up or down or guessing what interest rates will do next are not things that any of us can control.
But if you are interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place
Not quite ready to schedule an appointment? That's OK!
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