|About||We focus on one singular purpose- our clients best interests.|
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
|Founded||Tressa S. Rockwood, Barbara A. Stone|
Summary of Services
-Private Money Management
-Individually Managed Accounts
-Education Funding/529 Plans
-401(k) & IRA Rollovers
-Retirement Needs Analysis
-Retirement Plan Development
Wealth Management Services:
-Business Owner Services
-Planned Charitable Giving
-Stock Option Excerise Analysis
-Pension & Profit Sharing
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
American Independent Securities Group, LLC
1036 East Iron Eagle Drive, Suite 105 Eagle, Idaho 83616 (866)-485-4635