James Smith

Chief Investment Officer @Rockwood Wealth Management

New Hope, PA, US
EMAILS
j••••••••@rockwoodwealth.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Chief Investment Officer @Rockwood Wealth Management

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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

2008 — 2012

United States Military Academy at West Point

Bachelor of Science (BS)

ABOUT JAMES SMITH

CIO | Rockwood Wealth Management

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