Wealth Management

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

Wealth Management

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

The strength of our investment advice process is one of the main reasons why clients select Rockwell as their Wealth Manager. We work with you to establish precise investment goals before designing a 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 withoutsaying 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.

Here is how we do it

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

1

Legal Effectiveness

2

Tax Efficiency

3

Practicality

Let's Meet For A Coffee

To discuss how we can tailor our services to meet your needs, please call +353 (01) 296 6120 or click the button below

Services

Check out our other services below

Wealth Management


Personal Financial Planning


Employee Benefits


Specialist Planning


Contractors Wealth Management
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