Rock Solid – Our Goal is to Help Preserve and Protect Your Wealth
At the Rock Financial Strategies Group, our clients are highly accomplished individuals who have built successful businesses, or productive careers. They have made a difference in their industries, as well as their communities, and have accumulated considerable wealth in the process. They turn to us for help in handling their increasingly complicated investment and planning needs. Our goal is to help make their lives simpler, taking on the complex task of managing their wealth.
We focus exclusively on wealth management, offering discretionary investment management, bond portfolio construction, cash management and access to lending services through our Wells Fargo affiliates to a small number of affluent families. Deeply rooted in the belief that all clients are unique, we engage in candid and straightforward dialogue that deepens our understanding of our clients' unique circumstances. These conversations are the foundation for developing creative strategies tailored specifically for each family.