Tressa Rockwood | Pocatello, ID

Get in touch

A man in a suit and tie is smiling for the camera.

Tressa S. Rockwood

Retired founder

Tressa S. Rockwood is the retired founder of Rockwood Stone Wealth Management, where she spent over 25 years in the financial services industry. Throughout her career, she was dedicated to financial planning, retirement strategies, asset preservation, estate planning strategies, and portfolio management. She also served as a mentor to Lisa Adams, who now owns the firm, helping to shape the values and client-first approach that continue today.

Tressa retired in October 2020 and is no longer connected to the financial industry, but she continues to support the Rockwood Stone team. She now enjoys spending time with family and embracing an active lifestyle. She and her husband divide their time between Pocatello and Donnelly, Idaho, where she skis in the winter and visits her grandchildren when staying at their other home.

Her influence remains an integral part of Rockwood Stone Wealth Management’s continued success.

Client Portal Book a Consult

Address: 275 S. 5th Avenue, Suite. 140
Pocatello, ID 83201

Phone: 208.233.1122
Fax: 208.233.1160

Check the background of this financial professional on FINRA's BrokerCheck

Securities and Advisory services offered through American Independent Securities Group, LLC (AISG, LLC) Member FINRA, SIPC. AISG, LLC is an investment advisor registered with the SEC. Rockwood Stone Wealth Management, LLC is not affiliated with AISG, LLC. Rockwood Stone Wealth Management, LLC does not provide tax or legal advice. All decisions regarding tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor. Representative’s may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The opinions expressed and material provided with in this website are for general information only and not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment or trading strategy.

Share by: