A complete list of active advisors currently associated with Rock Ridge Wealth LLC

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

Rock Ridge Wealth LLC provides discretionary portfolio management, financial planning, cash management, and pension consulting services to individuals (including high‑net‑worth) and to corporate/business entities. The firm manages roughly $19 million in client assets and also offers estate‑planning coordination, held‑away account management via a third‑party platform, and tax preparation services through a related tax offering. Investment advice is implemented under written Investment Policy Statements and may be discretionary; the firm uses a mix of fundamental, technical, quantitative, and modern portfolio theory analysis and offers both passive and actively managed models. Notably, Rock Ridge offers an optional active sleeve that uses a third‑party machine‑learning model (Great White) to adjust S&P 500 exposure daily—often via leveraged ETFs—and also employs options, short sales and margin, while the firm retains discretion and covers the model subscription cost. Compared with many independent advisers, Rock Ridge is unusual in explicitly serving corporate clients and providing pension/401(k) consulting, and a firm representative holds an insurance license and may offer commissionable insurance and annuity products (a conflict the brochure discloses). The firm also integrates multiple third‑party platforms (including a held‑away account service and a MassMutual Flourish cash sweep) and discloses model, leverage and operational risks tied to daily rebalancing and manual trade execution that can affect timing and volatility relative to peers.

To learn more about the advisors currently working at Rock Ridge Wealth 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.