Business & Non-Profit Retirement Plans
Committed to understanding your unique circumstances, we partner with you to serve what you value most and help anticipate the Retirement Plan needs of your business or organization, for owners/leadership, and employees.
Private Wealth Management
We believe that everyone should have a sound foundation for the planning and management of their finances. At all stages of life, we are a fiduciary partner who helps guide you along the way.
RockWay Wealth Partners was founded with fundamental key principles at the forefront of all that we do; everyone deserves a solid foundation for building their financial future and a way to get there with trustworthy guidance along the way. Learn more about the values that drive us.
Our clients gain value from what makes us different. Being completely independent, you will receive truly objective advice and unbiased recommendations. Our collaboration with your team of professionals creates continuity, cohesion, and multi-faceted solutions. As your partner in navigating the financial aspects of your business and/or personal life; you are empowered to make wise financial decisions through education and our fiduciary guidance.
Our advice is centered on the fact that financial decisions you make affect both your personal and business life. We serve business owners working in a wide array of industries. Managing your financial life is more layered than normal individuals and nobody has a more complicated financial life than you.
Brian M. Thompson, C(k)P®, CPFAFounder & President
Retirement Plan Advisor & Wealth Manager
Operations and Client Service
Retirement Plan Services