Rockwood Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
6464 Lower York Rd Ste A, New Hope, Penn...Phone Number
(267) 983-6400Website
www.rockwoodwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
1
2
2
About Rockwood Wealth Management
Rockwood Wealth Management is a financial advisory firm based in New Hope, Pennsylvania, specializing in wealth management and financial planning for high-net-worth individuals, families, and institutions. The firm focuses on building strong personal relationships with clients, including business owners, retirees, corporate executives, and families with special needs. Rockwood offers a range of services, including investment management, retirement planning, tax strategy, and estate planning, all tailored to meet the unique goals and values of their clients. With a commitment to a client-centric approach and fee-only practice, Rockwood ensures that every recommendation is made in the best interest of their clients.Explore more
Rockwood Wealth Management Org Chart
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Compare Similar Companies to Rockwood Wealth Management
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1988
CP
Charles PrudhommePrincipal Chief Operating Officer, Lead Advisor, and Financial Planner
Company Profile Activity
Activity Insights
Rockwood Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Rockwood Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rockwood Wealth Management.
Rockwood Wealth Management financials insights
Gather financial insights about Rockwood Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Rockwood Wealth Management Tech Stack
A closer look at the technologies used by Rockwood Wealth Management
Most Recent Scoops
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to corporate performance management (CPM) software within three months. The organization is currently evaluating Vena Solutions.
Analytics & Insights, Financial Planning, Software, Workforce Management, Corporate Strategy, Finance, Financial Strategy, HR Operations, Organizational Development
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to financial processes automation within three months. The organization plans to research potential solutions to support these efforts.
Automation, Financial Planning, Financial Systems, Search, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to forecasting within three to six months. The organization is currently evaluating Float and LivePlan. Rockwood Wealth Management will be decreasing funding and is expected to increase permanent employee workforce to support these efforts.
Financial Planning, Forecasting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to customer relationship management (CRM). The organization is currently evaluating Freshworks. Rockwood Wealth Management will be increasing funding and is expected to increase permanent employee workforce to support these efforts. The organization plans to transition away from RedTail tools as part of these initiatives.
CRM, Financial Planning, Finance, Financial Strategy
Project
Automation, Accounting, Financial Planning, Financial Systems, Search, Software, Finance, Financial Strategy, Risk
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Frequently Asked Questions Regarding Rockwood Wealth Management
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Rockwood Wealth Management is a financial advisory firm based in New Hope, Pennsylvania, specializing in wealth management and financial planning for high-net-worth individuals, families, and institutions. The firm focuses on building strong personal relationships with clients, including business owners, retirees, corporate executives, and families... Read More
