Our No-Stress Prospect Process

At Rockwater Wealth Management, we're dedicated to making your retirement planning a simple and stress-free experience that is always focused on your best next steps. With over 150 years of combined experience, our expert team of Certified Financial Planners(R) have an extraordinary track record of helping clients grow, maintain, and transition their wealth.

Here's how our No-Stress Prospect Process works...

Initial Inquiry


Initial 15-Minute Call


Discovery Meeting


 Our Analysis


Presentation Meeting


Sleep On It

Getting Started

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Investment Philosophy

Unfortunately, there’s no such thing as a perfect portfolio. The performance of your portfolio hinges on several different factors, many of which are out of your control. As the stoic philosophers would say: if we focus on the things that matter, paired with the things we can control, we are probably headed in the right direction. Anything else is simply an exercise in frustration.

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Wealth Management

At Rockwater Wealth Management, our goal is to simplify the planning process by taking a goals-based approach to financial planning with an emphasis on building life-long client relationships.

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