Financial Planning & Investment Management

our specialty

Tailored Wealth Planning

At Rockwood Stone Wealth Management, LLC , we believe that effective financial planning and investment management are essential to achieving your long-term financial goals. Our comprehensive approach integrates both disciplines to create a seamless strategy tailored to your unique needs and aspirations.

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Financial Planning

Our financial planning services begin with an in-depth review of your personal values, motivations, and financial situation. We assess your assets, liabilities, and investment affairs to develop a customized plan that reflects your lifestyle and goals. Key components of our financial planning include:

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Lifestyle Cash Flow Planning

We start by analyzing your income sources, spending habits, and any recurring expenses to ensure a sustainable cash flow that aligns with your lifestyle. Our approach helps you meet day-to-day needs while prioritizing financial goals, whether they include saving for future milestones or enjoying the present. Together, we’ll adjust and refine your cash flow plan to adapt to life changes, helping your finances stay resilient and aligned with your objectives.

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Retirement Planning & Insurance Review

We help you prepare for retirement by evaluating your savings strategy and insurance needs to secure your future. No two investors are alike, and we believe your portfolio should reflect that. We design and manage customized portfolios, adjusting them for changes in your family and business circumstances. Whether you’re actively saving or focusing on your well-deserved retirement, our strategies are tailored to meet your unique needs across all major asset classes, helping to preserve your legacy for the future.

Investment Management

Our investment management services emphasize asset allocation as the centerpiece of our investment process. We employ a decision-making framework focused on long-term investment policy actions that extend beyond traditional asset classes. This includes diverse geographies, strategies, risk factors, and investment styles.

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Portfolio Analysis and Investment Education

We provide insights into your portfolio, helping you understand the strategies at play and how they align with your goals.

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Behavioral Counseling

We aim to bridge the behavior gap—the difference between actual investment returns and those typically experienced by investors—by providing guidance that helps you stay focused and make informed decisions, even in volatile market conditions.

Provide a diversified return stream across different market environments.

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Encourage positive behavioral responses to market changes.

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Reduce volatility and eliminate poor decisions under high pressure.

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We recognize that organizations and individuals must often make financial decisions in the short-to-intermediate term. To address this, we’ve developed a management strategy that helps you navigate periodic market volatility without abandoning your investment plan.

Our strategy aims to:

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