Rockway Wealth Partners (RWP) offers financial planning and consulting services covering net worth, protection, portfolio/asset management, tax, retirement, estate, education, and special situations. RWP also provides asset allocation services, managing investments with discretionary authority. RWP may refer clients to other investment advisors and receive referral fees.
Assets Under Management$25M
Clients90
Advisors4
Avg. per Client$280K
Avg. per Advisor$6.3M
www.rockwaywealth.com ·facebook.com/rockwaywealth ·www.linkedin.com/in/brian-m-thompson-c-k-p-cpfa...
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
RWP does not offer investment management services directly, but provides asset allocation services. If you want RWP to manage your investments, you must enter into a Wealth Management Wrap Fee Program agreement. RWP also refers clients to other investment advisors.
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