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Altar Rock LLC

EST. AUM
$158,692,083

CONTACTS
1

CLIENT ACCOUNTS
111

Firm Details

Metro area Boston
CRD Number 326868
Website altarrockwealth.com
Client types

Overview

Altar Rock LLC is dedicated to serving ultra-high-net-worth individuals and families. With a fiduciary commitment to putting clients' interests first, the firm provides a full suite of customized wealth management services including investment advisory, estate and tax planning, and financial planning. Its team leverages institutional-quality investment research and a deep understanding of complex family wealth dynamics to deliver personalized solutions that align with each client’s long-term goals. The client base includes entrepreneurs, executives, and multigenerational families seeking to preserve and grow wealth across generations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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