With Whom Do We Work?
Wealth Management for Doylestown Health Physicians and Executives
During a Period of Institutional Change—Make Your Next Steps Feel Thoughtful, Not Rushed
Wondering How the Merger Affects You?
As a Doylestown Health physician or executive, you
might be:
- Responding to changes brought on by the UPenn– Doylestown merger
- Weighing how evolving roles or benefits may impact your next steps
- Looking to make sense of new insurance and retirement options
- Wondering if your financial life reflects your goals moving forward
At Rockwood Wealth Management, we help Doylestown Health professionals create structured, intentional plans—grounded in our firsthand knowledge of UPenn and Doylestown benefits.
Structure in the Midst of Change
Our goal is to help you:
Use Wealth with Intention
High income is powerful when used well—saving, investing, and giving with direction.
Feel Free to Choose
Confidently make career or life shifts without guilt or guesswork.
Take Control of Your Future
Get back in the driver’s seat—responding to change with intention, not uncertainty.
How It Works
Understand Your Goals
We begin with a discovery meeting to learn about your needs and values.
Create a Tailored Strategy
We evaluate your investments, employer benefits, and tax picture to build a coordinated plan.
Ongoing Guidance & Adjustments
We regularly review and refine your plan as your financial life evolves.
Services
Financial Planning
Integrate your full financial picture.
Investment Management
Create goals-based, tax-efficient portfolios.
Retirement Planning
Help protect your lifestyle through times of change.
Tax Planning
Craft a tax strategy integrating 403(b), 457, and Roth plans.
Insurance Analysis
Gain an insurance strategy tailored to UPenn offerings.
Estate Planning
Preserve and protect your legacy.
About Rockwood Wealth Management
We work with Doylestown Health physicians and executives navigating the financial shifts brought on by the ongoing UPenn merger.
This initiative is led by advisor Sam W. Feldbaum, MST, CFP®, who has spent 15 years guiding physicians at both UPenn and Doylestown Hospital. His connection runs deep—his wife is a physician who practices at Doylestown after years at UPenn.
With a local team of CERTIFIED FINANCIAL PLANNER® professionals and over $2.5B in assets under management, we’re close enough to know what’s changing—and experienced enough to help you plan for it. Our planning covers every area of your financial life—investments, taxes, insurance, estate planning—and is supported by a network of trusted professionals who share our fiduciary approach.
With a plan in place, you may feel a real sense of relief—like you don’t have to carry it all on your own anymore.
Is Rockwood Right for You?
We may be a good fit if you:
- Are working through changes at Doylestown and want a financial plan that brings structure and support
- Have investable assets of more than $1,000,000
- Want a long-term, ongoing relationship with a financial advisor
Contact us today to learn more about how we can help you achieve your goals.
Ready to Take the Next Step?
If you’ve been meaning to get a plan in place—now’s a good time. Let’s talk about how your financial life can stay steady and intentional, even as things change around you.
Memberships & Associations
