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Wealth Management for Dentists

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At Rockwell, we understand that being a Dental Practitioner comes with unique financial challenges and opportunities. You not only have the responsibility of providing quality care to your patients but also managing the financial aspects of your practice and securing your personal financial future. Our dedicated team of experts specialises in dental wealth management, offering tailored solutions to help you maximise your financial potential and achieve your long-term goals.

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.

Our Expertise in Dentist Wealth Management 

Rockwell has extensive experience in assisting Dental practitioners at every stage of their career. 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.

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Financial Advisors

Our Dentist Wealth Management Services

  1. Retirement Planning: Our team will work closely with you to develop a personalised retirement plan that ensures you can enjoy the fruits of your labor while maintaining financial security throughout your retirement years.
  2. Investment Management: We provide strategic investment advice tailored to your risk tolerance and financial goals, helping you build a diversified investment portfolio that maximises returns and minimises risks.
  3. Tax Planning: Our tax experts will help you navigate the complex tax landscape, identifying tax-saving opportunities and implementing strategies to optimise your tax efficiency.
  4. Estate Planning: We help you develop a comprehensive estate plan to preserve your wealth and ensure a smooth transfer of assets to future generations.
retirement planning
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Why Choose Rockwell

By choosing Rockwell as your trusted partner in Dental Wealth Management, you can focus on providing exceptional dental care while we handle the complexities of your financial well-being. Our team is committed to providing personalised attention, transparent fee-based services, and fiduciary responsibility, ensuring that your best interests are always prioritised.

Contact us today to schedule a consultation and discover how our dentist wealth management services can help you achieve financial success and peace of mind.

  • 2000 personal and corporate clients
  • €78M+ in Client Funds
  • 18 Years Experience
  • 5644 Individual Investments
  • Access to 37 different providers for Pensions, Investments & Insurance
  • Supporters Debra Ireland, RCH Crumlin, Alone & the DRCC

5 Star Google Reviews

Read more 5-star Reviews on Google

Mary Kelly

I worked with Brian Forde on advise and managing my upcoming pension. I had no knowledge my options, what I could do with my non-contributory company pension. Brian arranged Team meetings to explain the options with back up figures and explained so clearly what I could do to personalise the pension to suit my needs. I felt confident to proceed with a solution worked out with me by Brian.

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.

Joseph McMahon

Great experience with Rockwell setting up and subsequently adjusting my pension. Pete was a pleasure to deal with and I found his knowledge and insight very useful.

Sharon Towson

Conor recently gave me advice on my pension. He gave the best advice I have received from any financial advisor I have been involved with. He explained things in layman's terms so it was easy to understand. I really appreciated this and am delighted to give this feedback.

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