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Eagle Rock Wealth Management, Inc.

EST. AUM
$1,800,000,000

CONTACTS
16

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website greenbergandrapp.com
Client types

Overview

Eagle Rock Wealth Management, Inc. is a registered independent wealth management firm headquartered in Morristown, New Jersey. The firm provides advisory services across asset allocation, portfolio management, financial planning, and private client solutions. It became affiliated with Greenberg & Rapp Financial Group, Inc. and joined the Raymond James Financial Services platform in 2025. Eagle Rock serves high-net-worth individuals, families, and institutional clients, offering sophisticated wealth management strategies designed to preserve and grow assets. With a multidisciplinary team, the firm combines investment expertise, estate planning, and insurance-based strategies to provide holistic financial guidance.

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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