A complete list of active advisors currently associated with Rockline Wealth Management LLC
Warmer can help you find a great advisor at Rockline Wealth Management LLC or one who fits your needs even better.
Rockline Wealth Management serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and businesses, offering comprehensive portfolio management and ongoing retirement plan consulting that includes investment policy development, participant education, and plan monitoring. The firm manages both discretionary and non-discretionary accounts and provides participant account management for held-away defined contribution accounts through third-party platforms. As a fiduciary, Rockline emphasizes knowing the client, individualized financial planning, continuous monitoring and rebalancing, and education about the investment process. Its investment approach combines asset-allocation strategies (strategic, dynamic, tactical, core-satellite) with fundamental and qualitative analysis and employs a range of instruments—individual stocks and bonds, ETFs and mutual funds, options, and certain private or other securities—when appropriate to client objectives and constraints. What distinguishes the firm is the scale relative to its staff: it manages roughly $749 million in client assets with a four-advisor team and began advisory operations in 2023, reflecting an unusually large asset base for a compact team. The firm also accepts ERISA fiduciary appointments for retirement plans, uses third-party platforms and standing-letter arrangements for participant account management and third-party money movement, and discloses that some representatives are licensed insurance agents and may serve as trustees in personal or family capacities.
To learn more about the advisors currently working at Rockline 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 |
|---|---|---|
Islip Terrace, NY
| 7
| |
Islip Terrace, NY
| 13
| |
Islip Terrace, NY
| 1
| |
Islip Terrace, NY
| 42
|
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