Private Wealth Management For Select Individuals
At Rockwell Wealth Management, we understand that affluent retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees and business owners with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
At Rockwell Wealth Management we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Watch Our Presentations
![]() 5 Smart Investing StrategiesGetting what you want out of your money may require the right game plan. | ![]() Retirement Plan DistributionsThere are a number of ways to withdraw money from a qualified retirement plan. | ![]() Keys to Investing for RetirementThere are some key concepts to understand when investing for retirement. |
Helpful Content

Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.

Insurance Needs Assessment: For Empty Nesters and Retirees
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Protecting Your Business from the Loss of a Key Person
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Insurance Needs Assessment: When You're Newly Married
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Mastering Mobile Lingo
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Surprises
Making the most of surprises is a great reason to work with us.