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Jace H
CFP®, Series 63, Series 66
Rockwall, TX
Rockwall Wealth Management
Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.
Renee S
CFP®
Rockwall, TX
Rockwall Wealth Management
Renee Sneed is a CFP® professional affiliated with Rockwall Wealth Management in Rockwall, TX, with six years of industry experience. She has held roles at Leo Wealth, LLC, BFT Financial Group, LLC, and Dirkse and Associates, Ltd., where she works as a tax accountant in a non-investment capacity. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses diversified, low-cost ETF model portfolios with attention to tax efficiency and employs a broad range of strategies tailored to client risk tolerances and objectives.
Richard D
CFP®, Series 63
Rockwall, TX
Rockwall Wealth Management
Richard Dirkse is a CFP® with 39 years of industry experience. He is president of Rockwall Wealth Management and has served in leadership roles at Dirkse and Associates Ltd since 1984. Outside of advisory work, he provides bookkeeping, tax preparation, and IRS representation services through Dirkse and Associates. Rockwall Wealth Management offers portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency and uses a range of strategies tailored to client objectives, including a documented ERISA 3(21) fiduciary program for retirement plans.
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