A complete list of active advisors currently associated with Rockway Wealth Partners
Warmer can help you find a great advisor at Rockway Wealth Partners or one who fits your needs even better.
Rockway Wealth Partners provides financial planning, portfolio management and wealth management services to individual clients (including high-net-worth individuals) and to retirement plan sponsors and participants. The firm offers ongoing advisory relationships, financial planning and a Qualified Retirement Plan program in addition to operating a proprietary wealth management wrap fee program. The firm typically manages accounts on a discretionary, asset-allocation basis, using both Rockway-designed Strategic Wealth Management portfolios and model portfolios available through LPL’s research platform, with periodic rebalancing and continuous advice. Rockway also integrates held-away accounts into its advice process through a technology relationship with Pontera, allowing aggregation and analysis of external retirement plan and participant accounts. What distinguishes Rockway from many peers is that it sponsors its own wrap fee program and names its advisory representatives as the program’s portfolio manager — a setup fewer team firms maintain. The firm manages roughly $26.6 million in discretionary assets with a four-advisor team serving about 100 clients, emphasizes retirement-plan expertise (staff hold plan-focused credentials) and discloses it is not serving as an ERISA Section 3(38) investment manager fiduciary for plan assets.
To learn more about the advisors currently working at Rockway Wealth Partners, 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 |
|---|---|---|
Urbandale, IA
| 3
| |
Urbandale, IA
| 6
| |
Urbandale, IA
| 1
| |
Urbandale, IA
| 20
|
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