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
Getting what you want out of your money may require the right game plan.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Retirement Seen Through Your Eyes
What's your vision of retirement?
The true cost of raising a child may be far more than you expect.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are a few things to consider when buying or leasing your next vehicle.
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.