New York, NY Park Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Target Rock Wealth Management, LLC
Supported
Firm-wide stats for Target Rock Wealth Management, LLC
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.
Based on Target Rock Wealth Management, LLC
Expertise
Based on Target Rock Wealth Management, LLC
Occupation focus
Based on Target Rock Wealth Management, LLC
Demographic focus
Based on Target Rock Wealth Management, LLC
Location
445 Park Avenue, Floor 9
New York NY 10022
Advisors at this office
3
Advisors at this office
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.
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”)