Mountain Rock Wealth Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

175 E Main St Ste C, Franklin, North Car...

Phone Number

(828) 777-5752

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Mountain Rock Wealth Management

Mountain Rock Wealth Management specializes in financial planning services, focusing on retirement, investment, and estate planning. The company aims to assist individual clients, particularly retirees and near-retirees, in transforming their savings into reliable income streams, while also helping corporate clients with retirement plan due diligence and investment advice. Michael Wiercinski, the president, emphasizes a personalized approach to understanding clients' needs and long-term goals, ensuring a tailored strategy for wealth management. With a commitment to innovative thinking and client satisfaction, Mountain Rock Wealth Management strives to address the financial challenges families face today.Explore more
Mountain Rock Wealth Management's Social MediaPopular SearchesMountain Rock Wealth ManagementMountain Rock Wealth Management LLCmountainrockwm.comSIC Code 62,628NAICS Code 52,523Show more

Mountain Rock Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mountain Rock Wealth Mana...

<$5M
1-10
Private
-
2019
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
-
MO
Mike OllisFinancial Advisor
<$5M
1-10
Private
-
2012
AW
Alex WoodDirector, Operations
<$5M
1-10
Private
-
1998
CJ
Coty JonesFinancial Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mountain Rock Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mountain Rock Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mountain Rock Wealth Management.

Mountain Rock Wealth Management Tech Stack

A closer look at the technologies used by Mountain Rock Wealth Management

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Frequently Asked Questions Regarding Mountain Rock Wealth Management

What is Mountain Rock Wealth Management's official website?
Mountain Rock Wealth Management's official website is www.mountainrockwm.com
What is Mountain Rock Wealth Management's Revenue?
Mountain Rock Wealth Management's revenue is <$5 Million
What is Mountain Rock Wealth Management's SIC code?
Mountain Rock Wealth Management's SIC: 62,628
What is Mountain Rock Wealth Management's NAICS code?
Mountain Rock Wealth Management's NAICS: 52,523
How many employees does Mountain Rock Wealth Management have?
Mountain Rock Wealth Management has 1-10 employees
What industry does Mountain Rock Wealth Management belong to?
Mountain Rock Wealth Management is in the industry of: Finance, Securities Trading
What is Mountain Rock Wealth Management competition?
Mountain Rock Wealth Management top competitors include: Oak Crest Wealth Management, D & G Advisory Group, Heritage Wealth Management, Ivory Wealth Management
What technology does Mountain Rock Wealth Management use?
Some of the popular technologies that Mountain Rock Wealth Management uses are: Drupal, Google Tag Manager, GoDaddy DNS, jsDelivr
How do I contact Mountain Rock Wealth Management?
Mountain Rock Wealth Management contact info: Phone number: (828) 777-5752 Website: www.mountainrockwm.com
What does Mountain Rock Wealth Management do?

Mountain Rock Wealth Management specializes in financial planning services, focusing on retirement, investment, and estate planning. The company aims to assist individual clients, particularly retirees and near-retirees, in transforming their savings into reliable income streams, while also helping corporate clients with retirement plan due diligen... ce and investment advice. Michael Wiercinski, the president, emphasizes a personalized approach to understanding clients' needs and long-term goals, ensuring a tailored strategy for wealth management. With a commitment to innovative thinking and client satisfaction, Mountain Rock Wealth Management strives to address the financial challenges families face today.Read More

What are Mountain Rock Wealth Management social media links?
Mountain Rock Wealth Management Linkedin page
Is Mountain Rock Wealth Management a public company?
Mountain Rock Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Mountain Rock Wealth Management

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