A complete list of active advisors currently associated with Target Rock Wealth Management, LLC
Warmer can help you find a great advisor at Target Rock Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Target Rock 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.
You can also browse Target Rock Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Princeton, NJ
| 10
| |
New York, NY
| 1
| |
New York, NY
| 9
| |
New York, NY
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)