Rockwood Wealth Management

EST. AUM
$2,869,900,402

CONTACTS
39

CLIENT ACCOUNTS
5,237

Firm Details

Metro area Philadelphia
CRD Number 137481
Website rockwoodwealth.com
Client types

Overview

Rockwood Wealth Management is an independent, fee-only financial planning and investment management firm situated in New Hope-Solebury, Bucks County, PA. Their team of financial advisors caters to clients globally, along with serving the neighboring local markets of Doylestown, Buckingham, Newtown, and Yardley, Pennsylvania.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Rockwood Wealth Management

Platform Details

Investment Preferences

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Address

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