Our Services

Investments

 From bonds and common stock to educational and retirement IRAs, our diverse portfolio includes brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities. Our tailored investment strategies are designed to optimize your returns and align with your risk tolerance.

Financial Planning

 We specialize in retirement plans, tax planning, 401(k) planning, and a variety of IRAs including Simple and SEP. Additionally, we provide expert advice on 403(b) planning, college savings plans, estate planning, money purchase plans, and profit-sharing plans. Let us help you create a comprehensive financial plan that secures your future.

Insurance Solutions

Protecting your financial future is a priority at Rock Ridge Wealth, and our insurance services are designed to offer peace of mind. We provide a range of insurance options, including disability income insurance, life insurance, and long-term care insurance. Our team works with you to select the best coverage for your assets and ensure your loved ones are protected. 

Tools We Use

Through our partnership with Flourish, we provide clients with free savings accounts for secure and convenient saving. We also have a relationship with a trusted firm that allows us to individually manage 401(k) plans, ensuring personalized attention for your retirement savings. Additionally, we offer one-off financial services to complement our long-term asset and wealth management offerings.