Innovative Wealth Management for the Modern Investor

At Rock Ridge Wealth, we blend traditional market analysis with cutting-edge AI and machine learning to deliver personalized wealth management. Our approach optimizes your portfolio, ensuring proactive and tailored asset management to meet your financial goals.

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What We Can Do For You

Investment Solutions

Our investment services include a diverse range of options such as stocks, bonds, ETF's, Mutual Funds, CD's, Treasuries and more. We can assist you with employer-based retirement accounts, various IRA,s trust accounts, and many more. We tailor each investment strategy to meet your unique needs and financial objectives.

Comprehensive Financial Planning

We offer detailed financial planning services to help you navigate your financial future . Whether you are planning for retirement, sending your children to college, or you have more complex estate planning or business succession planning issues we are here to help you. Our goal is to ensure a secure and prosperous financial future for you and your family.

Insurance

Services

Our insurance offerings cover a range of needs including life insurance, disability insurance, and long-term care insurance. We work with you to select the best insurance products to protect your financial well-being and provide peace of mind.

Employer Based Services

We support your existing 401(k) or can design a new plan, providing the guidance your team needs. We help improve your employee benefits package and optimize cash management, ensuring cost-effective solutions for your business or non-profit.

Why Choose Us?

Your Financial Partner

What sets Rock Ridge Wealth apart is our never-ending commitment to excellence and the search for truth. The financial landscape is filled with pitfalls, dangerous turns, and smoke and mirrors. By combining advanced AI technology with traditional fundamental and technical analysis we generate an economic outlook that's nimble, allowing us to actively manage and optimize your portfolio. Jonathan's extensive wealth management experience and passion for client success ensure that every client receives the highest level of attention and personalized service. Choose Rock Ridge Wealth for a proactive and innovative approach to achieving your financial freedom.

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Get to know Jonathan

Having started his career in 2002, Rock Ridge Wealth was established to offer unparalleled freedom and flexibility in asset management by Jonathan Bartholomew. Jonathan recognized the limitations of conventional methods and sought to create a firm that embraces cutting-edge techniques and infuses them into his process. Our commitment is to actively manage risk through the entire business cycle in our effort to deliver exceptional financial outcomes and help our clients achieve their long-term goals.

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Discover the Full Range

Ready to take the next step towards financial freedom? Contact Rock Ridge Wealth today to start your personalized financial journey. Let us help you achieve your financial goals with our expert guidance and innovative solutions.