Rockwood Financial

Welcome to Rockwood FinancialWe hope that you find this website helpful – our aim is to give you a feel for our approach to business and our approach to client relationships. In other words, to give you an understanding of what makes us tick.The business was founded in September 1993, and over the last 20 years we have developed a practice based on establishing long-term client relationships. In fact, our very first client from September 1993 remains a client today.We seek to partner with individuals and families who have a durable commitment to their financial life, and to partner with business owners and corporations who have a similar commitment to their financial welfare and the financial welfare of their employees. We are looking for those partnerships to develop through the various stages of life and to establish them as mutually beneficial long-term relationships.As a client, you will be able to draw from a diversified team, and we encourage you to review the bios of the individuals in the team.