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.

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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


Financial Advisors

About Rockwell

Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.

At Rockwell, you’ll find a dedicated team of expert wealth advisors with experience delivering positive financial results for our clients. We are utterly focussed on helping our clients live their best financial life.

We are over 37 people, managing €183mn+ of client assets, with offices in Dublin City Centre.

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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.

  • 5 Star Google Reviews

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    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.

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