Rockwood Wealth Management is an established financial advisory firm serving clientele from our main office in New Hope, PA. We are in the family wealth management business focusing on high net worth clients, families, and business owners. Through a planning process built on integrity, expertise, and attention to every last detail, we navigate our clients through every phase of comprehensive financial planning and discretionary investment management. We have been serving the region more than 10 years and have a constantly evolving succession plan in place to ensure that we’ll be here 40+ years from now.
If you are a Wealth Advisor, or aspiring Wealth Advisor, with or without an established portable client base, we encourage you to contact us at firstname.lastname@example.org/ to determine if you might be the right fit for our firm. All inquiries will be held in strict confidence.