Jade Meier

Private Client Advisor at Rockwood Wealth Management

Role: Private Client Advisor at Rockwood Wealth Management
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Private Client Advisor
Rockwood Wealth Management
Jan 2023 — Present · New Hope, PA, US
Welcome to Rockwood, where a commitment to a client-centric practice and unwavering integrity in all our endeavors ensures that our clients\' best interests are always foremost.As independent fiduciaries in a founder-led and employee-owned firm, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have a steadfast legal and ethical commitment to serving our clients uniquely in their best interests.

Education

Endicott College
Business

Skills

Microsoft Outlook
Microsoft Access
Time Management
Social Media
Microsoft Excel
Microsoft Office
Microsoft Word
Microsoft Powerpoint

Contact information

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Work email
•••••@rockwoodwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Rockwood Wealth Management

Financial Services · 57 employees · Founded 2007 · New Hope, Pennsylvania, United States

As you search for caretakers of your wealth, you need someone who devotes the time to understanding your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we partner with a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. Based in New Hope, Pennsylvania, we serve high-net-worth clients in Bucks County and across the country with advice at the intersection of retirement planning, tax planning, investment management, estate planning, insurance planning, and any realm of wealth planning our clients may need. As a fee-only, fiduciary financial advisory firm, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that every recommendation we make is in the client\'s best interests.

rockwoodwealth.com

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Experience

Private Client Advisor

Education

Endicott College

Skills

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