A complete list of active advisors currently associated with High Rock Wealth Management

Warmer can help you find a great advisor at High Rock Wealth Management or one who fits your needs even better.

High Rock Wealth Management provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. In addition to discretionary portfolio management and ongoing planning, the firm offers held‑away account management and coordinates tax return preparation through an affiliated entity, High Rock Tax Services. The firm operates on a fee‑only basis and combines modern portfolio theory with both passive and active selections, using fundamental and technical analysis to set and rebalance asset‑allocation targets. It implements client strategies through institutional custodians and third‑party platforms (including a held‑away account link) and typically manages accounts on a discretionary basis with periodic reviews. What distinguishes the firm from many peers is the integration of tax and advisory services: the principal holds both CFP® and Enrolled Agent credentials and makes tax preparation available through the affiliated tax practice (tax work represents a meaningful portion of the principal’s time and may be included for some advisory clients). The principal also maintains an active insurance license—though the brochure discloses no current insurance solicitation and legacy annuity trails are being transitioned—which is a less common feature among independent advisers; the firm is newly formed and presently reports no assets under management.

To learn more about the advisors currently working at High Rock Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.