Financial Planning and Investment Management for Prosperous Individuals, Families, and Institutions

You have found a firm with a family culture that prioritizes your best interests 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 Team


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

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