Rockwood Wealth Management

Services Offered

• Retirement Planning
• Tax Planning
• Investment Management
• Estate Planning
• Insurance Planning
• Wealth Planning

About

Rockwood Wealth Management is a fee-only, fiduciary financial advisory firm located in New Hope, Pennsylvania. The firm specializes in creating comprehensive financial plans and bespoke investment portfolios tailored to the unique needs of each client. They offer a range of services including retirement planning, tax planning, investment management, estate planning, and insurance planning. Rockwood Wealth Management serves a limited number of high-net-worth clients, both locally in Bucks County and across the country, ensuring personalized attention and expert guidance in all aspects of wealth planning.

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