Rockwood Wealth Management is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides comprehensive financial planning and discretionary investment management to individuals, families, and business owners. Their approach is client-centric, focusing on creating customized, long-term financial strategies that encompass retirement planning, investment management, tax strategies, and estate planning to help clients achieve their financial goals.

Founded in

United States