RockCrest is built around FLAT-FEE financial planning and investment management. We serve mass-affluent families—typically $1M to $20M in investable net worth—who want a family-office experience.
We are a holistic and comprehensive financial planning firm. incorporating all five areas of personal finance into one, “all-inclusive” service. You plan is not only built by Certified Financial Planner® Professionals, it’s crafted with the help of leading subject-matter-experts in financial, tax, estate/legal, insurance and other related fields.
RockCrest offers “truly” flat-fee planning. One simple, flat monthly subscription fee. No hidden costs, no “AUM” fees. Our goal is to provide a complete service that will “WOW” you!
If this sounds like something you would like to explore with us, please fill out the form below and we’ll reach out with a calendar link to set up a time to see if we could be a good fit for you!
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“Your Personal Finance CEO” – RockCrest goes beyond just creating plans and managing assets… we help successful, busy individuals and families achieve financial independence, and protect their lifestyle.
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IMPORTANT DISCLOSURE INFORMATION
Advisory services offered through RockCrest Financial LLC, an investment adviser registered with the state of New Jersey and other jurisdictions as required. Registration as an investment adviser does not imply a certain level of skill or training. RockCrest Financial LLC does not provide tax or legal advice, and we encourage you to consult with tax or professional legal advisors before implementing any legal or financial planning strategies. Information presented on RockCrest Financial’s website, as well as social media sites linked on this page, is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. RockCrest Financial’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. No content on this website should be interpreted to state or imply that any past outcome is indicative of a future outcome.
