A complete list of active advisors currently associated with Matheson & Rock Wealth Management, LLC
Warmer can help you find a great advisor at Matheson & Rock Wealth Management, LLC or one who fits your needs even better.
Matheson & Rock Wealth Management is a fee-based investment adviser that serves individual and high‑net‑worth clients as well as retirement plans, offering asset management, ERISA 3(21) fiduciary services, and non‑discretionary management of variable annuity investments. The firm reports about $530 million in discretionary assets under management across roughly 425 client relationships. Portfolios are typically managed on a discretionary basis and tailored to each client’s goals, time horizon and risk tolerance using fundamental analysis and a mix of long‑term, short‑term, trading and options strategies described in the ADV. Account reviews are performed at least quarterly, custodial and execution services are provided through Schwab Institutional, and the firm maintains a documented code of ethics and personal‑trade oversight. Noteworthy aspects in the ADV include that the firm serves banking or thrift institutions, a client type that is uncommon among peer team firms, and that it owns a flow‑through entity (Beyer & Rock Investments) for broker/dealer business, a relationship the firm discloses and describes procedural mitigations for. The firm combines a relatively compact advisory team structure with institutional‑scale assets and formal ERISA plan services and custodial arrangements.
To learn more about the advisors currently working at Matheson & Rock Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Davenport, IA
| 1
| |
Davenport, IA
| 31
| |
Davenport, IA
| 9
|
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