With Whom Do We Work?
Wealth Management for University Professors & Administrators
Integrate your retirement plans, employer benefits, and tax planning into a clear course of action.
Overwhelmed by the Financial Complexities of Your Career?
As a university professor or administrator, you might be:
- Managing multiple university retirement accounts and unsure how to optimize them.
- Planning for the financial impact of a sabbatical, phased retirement, or career transition.
- Unsure how to allocate excess income, bonuses, and deferred compensation while minimizing taxes.
- Evaluating plan-level insurance, healthcare benefits, and non-voluntary retirement payouts from your employer.
At Rockwood Wealth Management, we help university professionals simplify their financial lives with a clear, integrated strategy.
Clarity & Confidence in Your Financial Future
Our goal is to help you create:
A Clear Hierarchy for Savings & Investments
We provide a structured savings strategy to help ensure that every dollar is placed in the most taxefficient accounts—from employer retirement plans to after-tax investments.
Less Complexity, More Control
No more scattered accounts, outdated plans, or financial uncertainty—your university compensation and benefits are coordinated, streamlined, and proactively managed.
Confidence in Every Decision
We take a holistic approach to your finances so that every element—investments, retirement plans, tax strategies, insurance, and estate planning—has been reviewed and strategically optimized.
How It Works
Understand Your Goals
We begin with a discovery meeting to learn about your needs and values.
Create a Tailored Strategy
We assess your investments, employer benefits, and tax situation to design a comprehensive plan.
Ongoing Guidance & Adjustments
We regularly review your plan so that it stays aligned with your evolving financial life.
Services
Retirement Planning
Structuring savings and withdrawals for a long-lasting retirement.
Investment Management
Optimizing portfolios to align with your financial goals
Tax Planning
Minimizing tax liabilities through strategic planning across accounts.
Employer Benefits Optimization
Making the most of your university’s benefit offerings.
Income Management
Structuring excess income and payout strategies for long-term tax efficiency.
Multi-Plan Coordination & Rollovers
Coordinating accounts so they work together efficiently.
Career & Sabbatical Planning
Helping you navigate sabbaticals, phased retirement, and career transitions.
Cross-Border Planning
Addressing visa, green card, and international retirement considerations
Rockwood's In-House Expert
Rockwood Wealth Management is a fee-only, fiduciary, and independent firm that partners with clients to connect all aspects of their financial lives. Based in New Hope, PA, we specialize in helping university professors and administrators who feel overwhelmed by the financial complexities of their careers.
We understand the nuances of university compensation and retirement plan rules. We have extensive experience working with faculty and staff at institutions like Princeton, the University of Pennsylvania, Penn Medicine, and Villanova.
Our team is led by Travis Roe-Raymond, CFA, CFP®, a former educator married to a PhD professional who graduated and works at an R1 research university. Travis is a former advisor at TIAA and has in-depth knowledge of the complexities of university-specific rules with plan providers like Fidelity and Vanguard.
As your advisors, we help coordinate all the facets of your financial life —from investments and tax planning to retirement decisions and estate strategies—so that everything works together seamlessly.
We proudly serve professors and administrators in Bucks County, Pennsylvania, and beyond.
Is Rockwood Right for You?
We may be a good fit for you if you:
- Are a university professor or administrator facing key financial decisions.
- Have investable assets of $1 million or are a diligent saver who meets our minimum advisory fee.
- Want a long-term partnership with an advisor who understands the financial nuances of working in higher education.
Contact us today to learn more about how we can help you achieve your financial goals.
Ready to Take the Next Step?
Are you ready to stop feeling overwhelmed by your finances? Take the first step toward financial clarity by scheduling an introductory call with us today.
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