With 35 years experience in the financial services industry and access to the resources of Ameriprise Financial LLC, the Rock Financial Strategies Group is an experienced team dedicated to delivering financial advice and planning strategies to a select group of affluent families. Our mission is clear - to help preserve assets which in many cases have been created over a lifetime of hard work.
Our team strives to provide a suite of services ranging from wealth management and investment planning strategies to providing clients with access to lending and banking services. All of this is done while delivering a client experience similar to what you would expect to get from a much smaller investment boutique.
In short, our team was built to work with a select group of affluent families. We want our clients to take comfort in knowing our mission is to help the many ways we can, regardless of direction.