Rockline Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
255 Executive Dr Ste 409, Plainview, New...Phone Number
(516) 605-1624Website
www.rocklinewealth.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Rockline Wealth Management
Rockline Wealth Management is an independent, SEC-registered fiduciary firm that specializes in providing tailored financial planning and investment management services. Founded in 2018, the firm focuses on serving founders, business owners, executives with equity compensation, high-income professionals, and multigenerational families. Their offerings include wealth architecture, tax-aware planning, estate design, and liquidity event strategies, all customized to meet the unique needs of their clients. With a commitment to proactive service and a deep understanding of their clients' goals, Rockline Wealth Management aims to simplify financial complexities and enhance clients' confidence in their financial futures.Explore more
Rockline Wealth Management Org Chart
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Rockline Wealth Management is an independent, SEC-registered fiduciary firm that specializes in providing tailored financial planning and investment management services. Founded in 2018, the firm focuses on serving founders, business owners, executives with equity compensation, high-income professionals, and multigenerational families. Their offeri... Read More
