A complete list of active advisors currently associated with Rookwood Wealth Management, LLC

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

Rookwood Wealth Management provides wealth management, investment supervisory services, financial planning and consulting to individuals (including high‑net‑worth clients), families, trusts, family businesses, pension and profit‑sharing plans, and charitable organizations. The firm operates on a fee‑only, percentage‑of‑assets basis and manages client accounts on both discretionary and non‑discretionary terms, with a single lead advisor overseeing roughly $205 million in client assets for about 67 clients. Investment strategies are implemented via client‑specific Investment Policy Statements, strategic asset allocation and global diversification, using mutual funds supplemented by individual equities, fixed income, ETFs, REITs and select insurance products. Accounts are monitored on an ongoing basis with monthly or quarterly reviews as appropriate, and the firm serves as an ERISA 3(21) fiduciary for employee 401(k) plans, including participant advice and plan manager selection. Noteworthy aspects of the firm include its concentrated structure—a single principal managing over $200 million—and its occasional role as trustee on client trust accounts and authority to deduct advisory fees directly from custody accounts. The brochure discloses a familial relationship with a practicing attorney that may be disclosed when that attorney is recommended to clients, and the firm uses Schwab Advisor Services’ institutional platform, with attendant platform services made available to the adviser in addition to custody.

To learn more about the advisors currently working at Rookwood 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.