Broker Check

Personal Wealth Management

At RockWay Wealth Partners, we provide tailored financial planning for all aspects of your life. Largely working with business owners and their families, we offer a comprehensive suite of services designed to address your short and long-term needs and help you pursue your financial dreams.  

We also proactively collaborate with the other professionals in your life or our trusted strategic relationships (CPAs, Attorneys, Property & Casualty Insurance Agents, Bankers, etc...) as a team to work toward your goals.

Our services include:

Investment Management

We focus on using fee-based, institutional, and alternative strategies. We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing financial goals. Avoiding short-lived investment fads, we instead focus on market diversification, portfolio strategy models and sound economic themes. As our client, we work with you to determine your investment objectives, attitudes and risk tolerance to create the most appropriate asset allocation for your unique needs and goals.

Retirement Planning

We work with clients in all stages of retirement planning, from building assets, transitioning into retirement and helping to get the most out of your financial situation while in retirement. We aim to identify opportunities for building wealth while employing conservative investment strategies, from contributing to a 401(k) plan to identifying appropriate IRA accounts, mutual funds, exchange-traded products, and annuities. We can also offer advice on 401(k) rollovers, maximizing Social Security benefits, and other complex financial elements of retirement.

Benefits Plan Optimization

Executive compensation packages and employee retirement benefit plans offered through your employer are a great way to save for retirement. A study conducted by Aon Hewitt & Financial Engines have shown that participants in defined contribution plans using Help (“Help Participants) earn considerably higher returns - a median of 3.32% annually net of fees - that can have a significant impact on wealth accumulation over time. We can consult and advise on your 401(k) account or other retirement plan in which you participate through your employer. We can help you understand how your retirement plan works, how to optimize benefits, and coordinate your company's retirement plans with your other retirement and investment strategies.

Insurance

Whether it is to ensure that your family is taken care of after your passing, or you have an income stream in the event of illness or disability, or long-term care costs are covered, establishing proper insurance coverage is critical for creating a sound financial strategy. A strong, comprehensive protection program is critical to help ensure your financial plans are not sidetracked if the unexpected happens. We can assist with your risk management needs for Life, Disability Income and Long Term Care Insurance.

Specifically, Long Term Care costs are not covered by Health Insurance or Medicare and those costs can eat into your retirement funds and possibly cause you to out-live your money in retirement.  We'll show you options on how you can use exitsting assets and/or employ a hybrid strategies with other products to make it more affordable and not put you in a "use it or lose it" scenario.

Estate Planning

Very simply, we all need a plan for what happens when you pass away. Money, Property, Liabilities, Taxes, Beneficiaries, Family... They're all affected when you pass away.  Furthermore, you want to control how it's all going go play out instead of your loved ones having to make those decisions.  In addition, many people do not just want to make their assets last for their lifetime; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on your family. We can assist you in articulating your estate planning desires and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

College Planning

A number of families want to plan for future college funding while still saving for retirement. We aim to strike a balance between your immediate needs for college planning and your future retirement goals. We can help you determine appropriate educational plans, such as a 529 plan, that allow you to simultaneously save and plan for your retirement.