Rockwall Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rockwall Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals, trusts, pension and profit‑sharing plans, charitable organizations, and businesses. The firm also offers retirement‑plan services and acts as a 3(21) fiduciary for ERISA plans, including investment line‑up recommendations and ongoing plan monitoring.
The firm’s investment approach emphasizes diversified, low‑cost ETF model portfolios implemented with attention to tax efficiency, liquidity, and systematic macro tilts, alongside separately managed Rockwall model portfolios offered to select clients. Rockwall continuously monitors accounts and employs a broad toolkit — asset allocation, third‑party sub‑advisors, options, margin, short sales, inverse/enhanced ETFs, and allocations to private/alternative funds — selecting strategies to fit client objectives and risk tolerances.
Noteworthy features include a documented ERISA 3(21) fiduciary program with participant education, plan committee support, benchmarking and annual fiduciary reviews, and a set of Rockwall‑only model portfolios that include junior models for accounts under $30,000. The firm routinely directs custody to institutional custodians, discloses arrangements to reimburse legacy transfer ticket fees, and combines traditional wealth management with access to advanced strategies and private investments, making its service mix broader than typically described by firms of similar advisor count and asset size.
Client services
Expertise
Fee options
$350 to $15,000 for Financial Planning; $350 to $15,000 for Consulting Services
$0 - $499,999: 1.2% $500,000+: 1.00%
$100 to $500 per hour for Financial Planning; $100 to $350 per hour for Consulting Services
Main office
301 N Goliad
Rockwall TX 75087
Advisors at this office
3
Most active in
Texas
Also doing business as
Rockwall Wealth Management · Rockwall Wealth Management Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jace H
CFP®, Series 63, Series 66
Rockwall, TX
Rockwall Wealth Management
Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.
Renee S
CFP®
Rockwall, TX
Rockwall Wealth Management
Renee Sneed is a CFP® professional with five years of industry experience, currently serving at Leo Wealth, LLC. She has held roles at BFT Financial Group, LLC, Rockwall Wealth Management, Inc., and Dirkse and Associates, Ltd., where she also works as a tax accountant in a non-investment capacity. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies with an emphasis on tax efficiency and continuous account monitoring.
Richard D
CFP®, Series 63
Rockwall, TX
Rockwall Wealth Management
Richard Dirkse is a financial advisor at Leo Wealth, LLC with 38 years of industry experience. He holds the CFP® designation and the Series 63 license. Dirkse has been involved in multiple financial firms including Rockwall Wealth Management, Inc., BFT Financial Group, LLC, and his own firm, Dirkse and Associates Ltd., where he also provides bookkeeping, tax preparation, and IRS representation services. Leo Wealth offers investment advisory and financial planning services to a wide range of clients, including individuals, trusts, institutions, and retirement plans. The firm combines diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies, emphasizing tax efficiency and continuous account monitoring.
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