Dakota
Dakota
Book a Demo
Talk to an Expert

Rock Creek Wealth Management

EST. AUM
$101,145,657

CONTACTS
1

CLIENT ACCOUNTS
477

Firm Details

Metro area Portland, OR
CRD Number 336666
Website rockcreekwm.com
Client types

Overview

Rock Creek Wealth Management is a boutique independent wealth advisory firm based in Beaverton, Oregon. Founded in 2015 by a Certified Financial Planner®, the firm focuses on personalized financial planning, investment management, retirement planning, tax and estate planning, and insurance solutions. They stress a client-first, transparent and empathetic approach, aiming to build long-term relationships and craft bespoke strategies tailored to clients’ goals — whether for college savings, retirement, business-owner planning, or multigenerational wealth transfer.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy