A complete list of active advisors currently associated with Rock Steady Wealth, Inc.

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

Rock Steady Wealth provides investment advice to individuals, trusts, businesses, estates, charitable organizations, and pension and profit-sharing plans. The firm’s primary offering is a fee-based concierge portfolio management program, and it also offers flat-fee a la carte services and hourly consulting for clients who prefer discrete or project-based engagements. The firm’s investment process combines fundamental, technical, qualitative, quantitative and sovereign analysis within a modern-portfolio-theory framework, using asset allocation, index investing, buy-and-hold and active trading as appropriate. Accounts are managed on a discretionary basis; active trading accounts may employ options (buying calls and puts), and holdings are monitored using third-party research sources and Morningstar alerts with custody and trade execution through Charles Schwab. Noteworthy features include explicit pension consulting and work for charitable organizations and plan sponsors—services the brochure describes in detail and that are less common for independent single-advisor firms. The firm also emphasizes on-demand client access through its “Rock Steady Anytime” service and offers targeted flat-fee services (portfolio monitoring, custodian transfers, rebalancing and hourly consultations), in addition to regular quarterly reviews.

To learn more about the advisors currently working at Rock Steady Wealth, Inc., 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
Alexander Casas	Richmond, VA	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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