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.
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.
Estate planning is the orderly and tax efficient transfer of assets/wealth between individuals (most commonly to the next generation). It can be either gifts or inheritances, as well as a fusion of both. The core elements of estate planning are