Plant your dreams in solid ground.™
1. Solid planning is personal. At Rocktree, we start by digging deep, forming close, personal relationships, so we can fully understand the "you" and "yours" that go well beyond your money. Client Care Essentials.
2. Solid planning is essential. We stake your aspirations in sturdy financial planning, structured investment strategy, and overarching wealth management, all attuned to your unique goals and tolerance for market risk. Service Essentials.
3. Solid planning is enduring. In serving individual investors as well as nonprofits, we are fulfilling one of our own life's goals: to do well for ourselves by striving to do well by others. Over the years, by your side, let's plant your dreams in solid ground. About Us.