Rockwell Private Wealth
Wealth Planning & Management Services with Rockwell Private Wealth
Rockwell Private Wealth has been committed to a fee-only fiduciary approach, which means we put our clients’ interests first. We sit on your side of the table, offering transparent, comprehensive advice tailored to your goals, your family, and your future.
Our Story
Rockwell Private Wealth has been committed to a fee-only fiduciary approach, which means we put our clients’ interests first. We sit on your side of the table, offering transparent, comprehensive advice tailored to your goals, your family, and your future.
founded in 1989. We serve clients throughout the globe. The majority of our wealth advisors are credentialed experts who have or are pursuing CFP® and/or CFA certifications. We have kept our fee-only fiduciary commitment constant since our founding, and are focused on delivering concierge-level care to the clients we are privileged to serve. We have received many awards over the years, but we are most proud of our 98%+ client retention rate.
OUR SERVICES
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Wealth Advisory
Family Office Services
As a fee-only fiduciary, our only agenda is yours. We serve as your dedicated advisor and financial steward, seeking to provide comprehensive advice through every season of life.
For select families who seek a deeper, more comprehensive approach to managing their wealth across generations.
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Investment Management
We provide investment management personalized to align with the goals of your family or organization.
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Investment Management
We provide investment management personalized to align with the goals of your family or organization.
We work with multi-generational families beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.
Multi-Generational Families
We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.
Professional Service Practitioners
We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.
Corporate Executives
We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.
Business Owners and Entrepreneurs
Who We Serve
Ready to partner with a fee-only fiduciary?
The Rockwell Private Wealth Difference
Fee-Only Fiduciary Commitment
No commissions. No product pushing. No behind-the-scenes referral fees. Unlike firms that moonlight as banks or insurance brokers, we are focused on one thing only: delivering comprehensive wealth advice built for you. We are fully transparent, fiercely objective, and dedicated to acting in your best interest.
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Credentialed Experts
We don’t simply meet industry standards, we set our own and continually challenge our people to raise the bar. We invest in hiring and developing credentialed professionals because your financial life deserves nothing less than expert, specialized advice. This helps us provide you with personalized care, when and how you need it.
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Concierge-Level Care
Think of Rockwell Private Wealth like a concierge medical practice, but for your financial life. Just as concierge physicians dedicate time to get to know you, proactively focus on your well-being, and are available on your terms, we aim to deliver concierge-level financial care that's personalized, proactive, and accessible. We take the time to understand each of our clients, beyond their balance sheets.
