Kim Evans
Private Client Advisor @Rockwood Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Private Client Advisor @Rockwood Wealth Management
Rockwood Wealth Management is responsible for advising affluent families and institutions. We function as trusted advisors on all matters pertaining to our clients’ financial planning and investments. Our deep understanding of capital markets, taxation, insurance, and estate planning allows us to address issues critical to business owners and corporate executives. We work closely with our clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.CERTIFIED FINANCIAL PLANNER TM
EDUCATION
Lafayette College
Bachelor of Arts - BA, Mathematics and Economics
ABOUT KIM EVANS
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 helping the world one client at a time.Specialties: Tax-aware investment advisory and comprehensive wealth planning for prosperous individuals and their families.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.