Target Rock Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Target Rock Wealth Management LLC provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, and also serves institutions and organizations, overseeing roughly $94 million in client assets across about 88 accounts. Services described in the brochure include portfolio management (covering stocks, bonds, mutual funds, ETFs and cash equivalents), ongoing and project-based financial planning, and the use of sub‑advisors such as SpiderRock Advisors and Aperio Group for certain client accounts.
The firm generally emphasizes passive portfolio construction supplemented by fundamental analysis and may incorporate ESG or socially conscious screens at a client’s request, while also referring clients to outside managers and monitoring those managers for suitability. Accounts are managed on a discretionary basis with regular (quarterly) reviews, clients may impose reasonable written restrictions, and TRWM offers bundled planning/management programs tailored for groups such as medical professionals.
Notably, the brochure discloses that TRWM pays and receives client referrals through outside promoters and platforms — naming Zoe Financial, SmartAsset Advisors, Wealthramp, and Willow Partner Advisors — and that the firm has engaged in sponsorships of client events. The firm also discloses marketing practices that are uncommon among peers, including the use of endorsements, testimonials, and the advertising of performance results, which prospective clients may want to weigh alongside the firm’s custodial and referral arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fees range from $500 to $20,000, negotiated per client.
$0 - $500,000: 1.45% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.50%
Hourly financial planning engagements at $375 per hour with a 2-hour minimum.
Ongoing financial planning fees range from $200 to $2,000 per month or $600 to $6,000 per quarter, paid monthly or quarterly in advance.
Account minimum: $500,000 Minimum fee: Ongoing comprehensive financial planning initial fee ranges from $500 to $1,000; ongoing fee ranges from $200 to $2,000 per month or $600 to $6,000 per quarter; fees are negotiable and may be waived. Fee-only: Financial planning fees are offered on a fixed fee basis ($500 to $20,000 depending on complexity) or hourly basis ($375 per hour with 2-hour minimum). Ongoing financial planning fees also apply.
Main office
See office445 Park Avenue, Floor 9
New York NY 10022
Advisors at this office
3
Offices (2)
Most active in
California · Connecticut · New Jersey · New York · Texas
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.
Quick links
Advisors at this firm
Gordy R
Series 63, Series 65
New York, NY
Target Rock Wealth Management, LLC
Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Target Rock, his work history includes roles at Cicero Therapies/Forge Equity Partners, Co., Speech South Associates LLC, Brooklyn Speech Solutions PLLC, and E*TRADE Professional Trading, LLC. Target Rock Wealth Management provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, as well as institutions and organizations. The firm emphasizes passive portfolio construction with fundamental analysis and may incorporate ESG or socially conscious screens based on client preferences.
Matthew M
CFP®, CFA®, Series 63
New York, NY
Target Rock Wealth Management, LLC
Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.
Christina D
CFA®, Series 63
New York, NY
Target Rock Wealth Management, LLC
Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.
Adrian C
CFP®, CFA®, Series 66
Princeton, NJ
Target Rock Wealth Management, LLC
Adrian Colarusso is a CFP® and CFA® with 10 years of industry experience. He is currently an Investment Adviser Representative at Target Rock Wealth Management, LLC and Willow Partner Advisors, LLC. Prior to this, he spent six years at BlackRock Investments, LLC. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm uses a combination of passive index-based funds, ETFs, fundamental analysis, and due diligence, and it can create customized ESG portfolios upon request.
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