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Robert Stephenson
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Work Experience
May 2015 - Present · 9 years and 7 months
Principal
Jan 2023 - Present · 1 years and 11 months
Private Client Advisor
May 2015 - Present · 9 years and 7 months
Regional Consultant
Jun 2014 - May 2015 · 11 months
Company Details
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. 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. 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. As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests. Rockwood Wealth Management is located in New Hope, Pennsylvania.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
6464 Lower York Rd New Hope, Pennsylvania 18938, US
Keywords
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