Wealth Management

We offer a highly personalised and comprehensive approach to Wealth Management.

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At Rockwell Wealth Management we work with individuals and trustees to manage your investments on an advisory basis. If you have worked hard to accumulate wealth, you’ll want to make sure it is invested to meet your chosen goals and in line with your attitude towards and appetite for investment risk.

The strength of our investment advice process is one of the main reasons our clients select Rockwell as their Wealth Manager. We work with you to establish precise investment goals before designing an investment portfolio to meet your objectives.

Risk management is a very important part of what we do for our clients and we always aim to avoid any nasty surprises. No adviser can guarantee investment performance. What we can do is closely align your portfolio with your goals and deliver regular reviews to keep things on track as circumstances change.

Estate Planning

It is never too late to put an Estate Planning strategy in place, but it goes without saying that the earlier you act the better the plan will be. Many complexities can arise including divorce, second marriages, non-marital relationships and children, difficult relationships with children, concerns about in-laws, children in marital difficulties, children with significant debt, children with special needs, complex asset structures, assets in foreign jurisdictions and the impact of cohabitants legislation.

Book a Complimentary Wealth Management Consultation

Here Is How We Do It

We’ll work closely with you, using our proven three-step process:

Step One

Legal Effectiveness

Step Two

Tax Efficiency

Step Three


  • Wealth Management for Dentists

    Risk management is a very important part of what we do for our clients and we always aim to avoid any nasty surprises. No adviser can guarantee investment performance. What we can do is closely align your portfolio with your goals and deliver regular reviews to keep things on track as circumstances change.

    Contact a Wealth Advisor Today

  • Wealth Management for Doctors & Physicians

    As a Doctor or Physician, your career requires a great deal of hard work, dedication, and commitment to your patients. At Rockwell, we understand the unique financial challenges and opportunities that medical practitioner’s face. With our wealth management services, we can help you achieve your financial goals, plan for retirement, and secure your financial future.

    We understand that every situation is unique, and we offer personalised financial planning and investment management services to help address a range of financial concerns and goals for doctors and physicians practice owners, including:

    • Tailored Retirement Strategies
    • Asset Protection Strategies
    • Reviewing a benefit package and discussing pros and cons of participation in certain programs
    • Tax-efficient investing and planning
    • Estate planning considerations

    Contact a Wealth Advisor Today

  • Legal Wealth Management

    At Rockwell, we understand that as a principal solicitor or legal practice owner in Ireland, you face unique financial challenges that require specialised wealth management solutions. Our dedicated team of experienced wealth managers is here to provide you with comprehensive services tailored specifically to meet your needs.

    With Rockwell, you can confidently navigate the complexities of wealth management while focusing on growing your practice and securing your financial future.

    Our Expertise in Legal Wealth Management

    Rockwell has extensive experience in assisting principal solicitors and legal practice owners. Whether you are just starting out, looking to expand your practice, or planning for retirement, our team of financial professionals is equipped with the knowledge and expertise to address your specific needs. We take a comprehensive approach to wealth management, considering both your personal and professional financial goals, to develop a customised strategy that aligns with your vision for the future.

    Contact a Wealth Advisor Today

  • Wealth Management for Trade Owners

    Here at Rockwell we offer Wealth Management services specifically designed for Trade Owners. We understand the unique challenges that come with running a trade business, and we’re here to provide you with tailored solutions that will secure your personal financial future.

    We are here to alleviate the financial burden and provide you with expert guidance to help you make informed decisions that align with your unique circumstances.

    We provide wealth management services tailored to various trade business owners. We understand the unique financial challenges faced by different industries and have the expertise to address the specific needs of trade owners. Here are some of the trades we serve:

    1. Construction
    2. Plumbers
    3. Electricians
    4. Mechanics
    5. Engineers

    Contact a Wealth Advisor Today

  • Wealth Management for Salon Owners

    As a salon owner, you possess a unique blend of creativity, entrepreneurship, and business insight. While you focus on delivering exceptional services to your clients, it is equally crucial to prioritise your own financial wellbeing.

    At Rockwell, we understand your specific needs and are dedicated to helping you navigate these challenges while offering tailored solutions to help you maximise your financial potential and achieve your long-term goals. Our team of experts specialises in providing tailored solutions that will fuel your growth and secure your personal financial future.

    Who We Serve

    We proudly serve salon owners across the industry, including:

    1. Hair Salons: Whether you own a high-end hair salon or a neighbourhood barbershop, our wealth management solutions are designed to address your specific financial needs.
    2. Beauty Salons: If you run a beauty salon offering services such as facials, skincare, waxing, and makeup, our expertise will help you navigate the financial complexities of your wealth management.
    3. Nail Salons: For nail salon owners, our wealth management services will help optimise your personal finances.
    4. Spas and Wellness Centres: If you own a spa or wellness centre, our team can assist you in developing financial strategies to support your wealth growth strategy.

    Contact a Wealth Advisor Today

5 Star Google Reviews

Read more 5-star Reviews on Google

Dan Gurney

Pete McKavanagh has been my financial advisor for about a year now. He is friendly, extremely knowledgeable, and happy to answer any questions, including the tough ones! He has a great handle on what is happening across worldwide financial markets and I feel like I'm in good hands. Highly recommend

Padraig O Callaghan

Excellent service, I worked with Brian Forde to setup my company pension and income protection plans. Very fast response and always available to help.

Patrice Coyne

Brian Forde was extremely helpful and very knowledgeable about what best suited me! There were a lot of terms I wasn’t up to speed with before using Rockwell and luckily had Brian to explain it to me and to work with me for my future financial planning. Would highly recommend

Catherine Cotter

Wonderful experience working with Keith from Rockwell. I'm a novice to financials and investment, but Keith took the time to explain everything in detail - but in a way that was easily understood. Would absolutely recommend Rockwell for any & all financial needs.

Aisling O'Sullivan

Brian Forde at Rockwell Financial was simply fantastic, he is very through and comprehensive. He explained everything in a very straightforward manner and was very reassuring. He was very welcoming of all questions and asked them without hesitancy.

Matthew Lister

Used Rockwell for personal and professional financial advice and management. Very happy with services provided by Myra and I highly recommend Rockwell for financial advice.

Wealth Management FAQ's

  • What is wealth management?

    Wealth management refers to a professional service that provides comprehensive financial advice and investment management to individuals or families. The primary goal of wealth management is to help clients preserve and grow their wealth over time while addressing their financial goals and objectives.

  • What does wealth management do?

    Wealth management typically encompasses various financial services, including investment advice, financial planning, tax planning, estate planning, retirement planning, and risk management. Wealth managers work closely with their clients to understand their financial situation, objectives, and risk tolerance in order to develop customised strategies to meet their specific needs.

  • What is the difference between a wealth manager and a financial planner?

    A wealth manager and a financial planner are both professionals who provide guidance and advice on managing finances, but there are some key differences between the two roles.

    A wealth manager typically focuses on managing and growing their clients’ investment portfolios and overall wealth. They specialise in investment management, asset allocation, risk assessment, and strategies to maximise returns. Wealth managers often work with high-net-worth individuals or families and may offer services such as portfolio construction, tax planning, estate planning, and investment advice.

    On the other hand, a financial planner takes a broader approach to personal finance. They consider various aspects of an individual’s or family’s financial life, including budgeting, retirement planning, insurance needs, tax planning, and education funding. Financial planners assess their clients’ overall financial situation, help set financial goals, and develop comprehensive plans to achieve those goals.

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