At RockWay Wealth Partners, our advice is centered on the fact that 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. 

We are committed to understanding your unique circumstances. We partner with you to serve what you value most and help anticipate your financial needs.  We can coordinate all the aspects of your financial life, which helps optimize your current circumstances & future plans, while also preparing you for unforeseen life events. 

Partnering with us can allow you to focus more time & attention on the more important & meaningful areas of your life.

Cohesive Integration of Business and Personal Financial Planning

Our services extend well beyond Retirement Plans and Wealth Management. We incorporate coordination of both business and personal financial planning needs. We have developed a keen understanding of your unique challenges and specific needs in specializing in serving business owners and families. We aim to ensure that our approach brings all the areas of your financial life to a cohesive whole. 

Professional Collaboration

We welcome and encourage collaborative relationships with the other professionals you work with; and if needed, we have formed strategic relationships with professionals whose mission aligns with our own to offer the highest level of trust, service, expertise, and personalized solutions. We collaborate with a diverse range of experienced professionals, including CPAs, Attorneys, HR & Payroll outsourcing, Benefits Specialists, Insurance Agents, among many others.

Private Wealth Management

Beyond assisting you with your business strategies, we help with a wide range of wealth management services, including investing, retirement planning, estate planning, insurance, and more. Please see our Private Wealth Management page for additional info.

Retirement Plan Consulting

Many business owners don't have the time to review the effectiveness, or design and manage a retirement plan. We work closely with you to determine appropriate retirement plan options that help your business, employees, and you individually pursue a financially secure retirement, along with helping with your fiduciary responsibilities & liability.

Succession Planning

There are two types of business succession: planned and unplanned.  If you can plan and orchestrate your exit from your business, it's truly the best of all worlds for you, your family, and your employees. 

Buy/Sell Funding Strategies

One way to safeguard your business and protect it from a loss of revenue is to create a buy-sell agreement. Beyond offering advice on the agreement, we work with your attorney and other professionals to determine the correct type of agreement and make sure you have the appropriate funding in place to execute it.

Key Person Insurance

Key person Insurance is Life or Disability Income Insurance on a key employee or partner, with the business serving as the beneficiary. This can offset risk by reimbursing your business for economic losses that occur or the cost of hiring and training someone new when a key person in your company dies or has health issues that cause them not to work full time.