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Individual Investors

For those seeking breathing room for their wealth.

Does this sound like you? You have questions and concerns about your financial decision-making. You have a disquieting sense that there's room for improvement – and that you could use some help with that. Further, you may have specialized planning needs, such as financial management for:

  • Same-sex, unmarried or childless couples
  • Singles, including widows/widowers and divorcees
  • Pre- or newly retired individuals or couples

You don't just want to be told what to do. You want to understand how to reconnect your money with your life – to embrace and own your investment activities – without it eating away too much of your valuable free time.

You've come to the right place. At Rocktree Financial Advisors, we're not here to run your life for you. We're here to listen, engage, guide and inform you – as your advocate, not your boss. We're here to help you find effectiveness through simplicity within your money management. We've structured our client experience accordingly, with clear process, seasoned expertise, caring attention and specialized services as needed, every step of the way.

Let's talk about our services