Financial Planning and Investment Management

for Prosperous Individuals, Families, and Institutions

You have found a firm with a family culture that is relentlessly focused on our clients’ well-being above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.

Client Focused

Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA.

As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.

Our Leadership Team
John Augenblick
John Augenblick CEO | MBA, CFP®
Megan Lottier
Megan Lottier Principal | MST, CPA
Sam Feldbaum
Sam Feldbaum Principal | MST, CFP®
Jupiter Bridge
Jupiter Bridge Dir Wealth Mgmt | CFA
James Smith
James Smith Chief Investment Officer
Rockwood Weath Management | Leadership Team
We are a service oriented firm that can coordinate all the facets of your financial life: your investment planning, tax planning, retirement planning, estate planning, risk management and charitable giving.

Contact Us

ADDRESS: 6464 Lower York Road, Suite A, New Hope PA 18938
TEL: (267) 983-6400

Contact Us

Mark A. Cecchini

Private Client Advisor | CFP®, CCFC
Mark is originally from the Lehigh Valley but has lived all over the country including Western NY, Northern VA, District of Columbia, Los Angeles, and Bozeman, Montana. He cares deeply about his clients and has made a career of serving individuals and families in a fiduciary and fee-only advisory capacity. Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified College Financial Consultant (CCFC), and has successfully completed Level I and II of the Chartered Financial Analyst (CFA) program. Mark’s passion for financial advice began as an undergrad student at Virginia Tech while following the Financial Planning program within the Pamplin College of Business. He has decided to pay it forward by serving as an instructor for UCLA Extension’s Personal Financial Planning program, leading courses in Ethics and Income Taxation. Outside the office, you can almost always find Mark with his puppy Beckett, an Australian Labradoodle with an endless supply of energy and affection. You might also catch him hiking, sweating out physical endurance challenges, or spending time with his niece and nephew at his family’s “happy place” – a sun-filled beach house in Lewes, DE.

Joe Houk

Financial Planning Associate
Born and raised in Bucks County, Joe played 5 years of professional hockey for the minor league affiliates of the NHL’s Philadelphia Flyers and New York Rangers before retiring from the sport and transitioning into financial services. Before his professional hockey career, Joe studied Economics and Communications at Hamilton College before transferring to the University of Massachusetts-Lowell, where he graduated with a BSBA in Management. After retiring in 2019, he coached at the NCAA level for a year before beginning his financial services career in 2020 with PNC in their Vendor Finance line of business. Through personal experience and general curiosity, Joe developed a passion for personal finance and financial planning. He has a strong desire to help others achieve their goals and aims to provide a positive impact on client’s lives through holistic financial planning. Joe lives in Moorestown, NJ with his wife, Nicole. Outside of the office you can find Joe on the golf course, in nature with his wife, at a local hockey rink, or spending time with his family.

Courtney Ripp

Financial Planning Associate | CPA
Courtney is a native of Bucks County who loves being surrounded by her close friends and family and has always enjoyed the beauty and comfort of New Hope. From an early age, her parents have instilled in her the importance and value of maximizing one’s finances, which has given her a passion to help individuals and families accomplish their financial goals. She has a strong desire to leave a positive impact on her clients’ lives. Courtney graduated from Penn State University with a Master’s in Accounting, Bachelor of Science in Accounting, and a minor in Spanish. She began her career at KPMG in Philadelphia as part of the Private Enterprise group where she worked primarily with high-net-worth individuals, real estate partnerships, and family offices. After Penn State, she began her career at KPMG in Philadelphia as part of the Private Enterprise group where she worked primarily with high-net-worth individuals, real estate partnerships, and family offices. She currently lives in Buckingham, PA. Outside of the office, you can find her exploring the scenery in New Hope and Doylestown, spending time with her family and new puppy, or reading the latest romance novel. During the summer, she enjoys spending most of her time at the beach, either with her boyfriend’s family in Long Beach Island, NJ or at her family’s beach house in Lido Beach, FL.