We offer a high-touch, values-based approach where every client is treated like family. Our proprietary Rock Solid Process™ ensures your plan is customized, continuously updated, and always aligned with your goals and purpose.

You’ll hear from us more than you expect. We’re known for proactive communication, regular check-ins, and being responsive at all times - whether that means a quick answer or a strategy session.

Yes, we coordinate directly with your accountant, attorney, and other trusted professionals to ensure your financial plan is cohesive and aligned from every angle.

We specialize in working with business owners, corporate executives, doctors and dentists, and individuals navigating major life transitions - such as the loss of a spouse. Our clients are purpose-driven and value long-term relationships.

It’s a custom report we provide regularly to show exactly where you stand in relation to your financial goals - what’s working, what needs attention, and what’s next. It keeps your plan actionable and alive.

If you're juggling complex decisions, significant assets, or simply want to make smart, confident financial choices—you'll benefit from an advisor who can bring clarity and strategy to your situation.

Financial planning is the big picture - your goals, values, tax strategy, estate plan, and more. Investment management is just one piece. We believe the plan should drive the investments, not the other way around.

Look for someone who listens, communicates well, has experience with your type of financial situation, and puts your interests first. Compatibility and trust matter just as much as credentials.

Compensation models vary based on a percentage of your assets or a fixed planning fee. At Rock Capital Group, we are transparent about fees and ensure they align with the value we deliver.