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Rockwood Stone Wealth Management, LLC

Rockwood Stone Wealth Management, LLC

275 So 5th Avenue, Suite 285, Pocatello (ID), 83201, United States

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(208) 233-1122

Categories
Now CLOSED
Work hours
MO 08:00 – 16:30 SA closed
TU 08:00 – 16:30 SU closed
WE 08:00 – 16:30
TH 08:00 – 16:30
FR 08:00 – 16:30
About We focus on one singular purpose- our clients best interests.
Rockwood Stone Wealth Management, LLC cover
Mission Using a "team approach", we take time to understand each individuals's financial and family situation, lifestyle needs, goals, and dreams. We view each client relationship as a long-term commitment that is based on mutual trust and equal value.

As a team, our first priority is to offer a complete financial plan which is tailored to your specific objectives, risk profile and circumstances. Second, an investment strategy that provides long term growth with the emphasis on preservation of capital, and third, consistent communication and our very best advice specific to your needs.

As your wealth grows, your needs become more specialized. The accumulation of wealth is not, after all, the end of your journey but rather a new start. Generally, this is the time to seek the comfort that comes from knowing everything you've worked to acquire will be managed, preserved, and transferred according to your wishes. as a team, our goal is to help you take advantage of the opportunities which are best for your specific situation.

Securities and Advisory Services offered through American Independent Securities Group, LLC Rockwood Stone Wealth Management, LLC is not affiliated with American Independent Securities Group, LLC Member FINRA/SIPC 1036 East Iron Eagle Drive, Suite 105, Eagle,ID 83616 (866) 485-4635

http://brokercheck.finra.org/
Description Add information
Founded Tressa S. Rockwood, Barbara A. Stone
Products Summary of Services

Investment Management:
-Private Money Management
-Mutual Funds
-Individually Managed Accounts
-Stocks/Preferred Securities
-Bonds/CDs
-Defined Portfolios/UITs
-ETFs

Financial Planning:
-Asset Allocation
-Education Funding/529 Plans
-Portfolio Planning
-Estate Planning

Retirement Planning:
-401(k) & IRA Rollovers
-Retirement Needs Analysis
-Retirement Plan Development
-Distributions

Wealth Management Services:
-Business Owner Services
-Executive Compensation
-Planned Charitable Giving
-Stock Option Excerise Analysis
-Pension & Profit Sharing
-Trust Services

Insurance & Annuities:
-Life Insurance
-Annuities
-Reviews of Existing Policies

Securities and Advisory Services offered through American Independent Securities Group, LLC
Rockwood Stone Wealth Management, LLC is not affiliated with American Independent Securities Group, LLC

Member FINRA/SIPC
www.finra.org
American Independent Securities Group, LLC
1036 East Iron Eagle Drive, Suite 105 Eagle, Idaho 83616 (866)-485-4635
  • 275 So 5th Avenue, Suite 285, Pocatello (ID), 83201, United States
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