James Smith
Chief Investment Officer @Rockwood Wealth Management
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WORK HISTORY
Chief Investment Officer @Rockwood Wealth Management
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
United States Military Academy at West Point
Bachelor of Science (BS)
ABOUT JAMES SMITH
CIO | Rockwood Wealth Management
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