A complete list of active advisors currently associated with Rook Strategies Wealth Management, PLLC

Warmer can help you find a great advisor at Rook Strategies Wealth Management, PLLC or one who fits your needs even better.

Rook Strategies Wealth Management provides portfolio management, financial planning, and financial consulting to individuals (including high-net-worth clients) and businesses. The firm reports managing about $5 million in client assets across roughly 33 client relationships and advises on a broad range of investment types. The firm implements portfolios primarily through Orion's Strategist Program and unified managed account structures, and it can accept discretionary authority for trading, though most of its assets are reported as managed on a non-discretionary basis — a practice that is uncommon among peers. It also uses the Pontera platform to bring “held-away” retirement accounts (such as 401(k) plans) into its oversight and combines quantitative and fundamental approaches in portfolio construction. Distinctive aspects include the emphasis on non-discretionary client arrangements and the operational use of Pontera to trade or rebalance held-away accounts alongside assets custodied at Orion/Charles Schwab. The firm offers access to a wide menu of instruments — including leveraged ETFs, private placements, digital assets, REITs and oil & gas partnership interests — and its advisers are licensed insurance agents, a source of additional commission-based compensation that clients should consider.

To learn more about the advisors currently working at Rook Strategies Wealth Management, PLLC, 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.