You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.
Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA. As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships.
Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA. As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships.
Services
We believe that our ability to listen and communicate clearly, openly, and honestly with our clients is of the utmost importance. We believe that our success is tied inexorably to the financial well-being of our clients and our sincere commitment to servicing their needs and concerns. We believe that the short-term price trends in global equity markets are unknowable.
The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. John R. Augenblick is the Founder and President of Rockwood Wealth Management. He is committed to the development and growth of conflict-free comprehensive financial planning and investment management.
You value a service oriented firm that can coordinate all the facets of your financial life: your investment planning, tax planning, retirement planning, estate planning, risk management and charitable giving. You insist on a fully disclosed and transparent process with no hidden conflicts of interest, no corporate biases, and no obfuscated fees.
At Rockwood Wealth Management, we are passionate about providing the highest levels of client service. We are genuinely interested in our clients as people, as their best interests are always foremost in our minds. We invite you to enjoy the following client case studies so that we may provide you with a clear understanding of Rockwood's approach to our client/advisor relationships:.
With our knowledge and breadth of experience, we partner with our clients to connect all aspects of their financial lives. We choose to work with our clients in a consultative manner, alongside an expert advisory network made up of their personal accountants, attorneys, lenders, insurers, and others to ensure a comprehensive and well-vetted approach to their best interests.
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