At Rock Creek Wealth Planners and Advisors are seasoned wealth managers with 25 years of experience helping people reach their financial goals. We serve our clients by taking charge of life's financial aspects we can control and planning for those we cannot.
ADVISING | Through a consultative approach, we learn your financial landscape and long-term goals. We help you make sense of the overwhelming amount of conflicting information in the financial news media and provide realistic options that help meet your stated financial objectives.
PLANNING | We develop comprehensive wealth management programs that incorporate asset and liability management along with personal risk mitigation strategies. Planning is essential to our mission of helping clients build wealth, distribute income, and provide for the efficient transfer of wealth to the next generation.
ONGOING SUPPORT | We provide continuous support and feedback to keep you on course to reach your goals through a preplanned annual meeting schedule, and 24-hour access to our state-of-the-industry online client portal. A regular schedule of client meetings, planned a year in advance, ensures that you are never out of touch with your financial situation. Our client portal provides a detailed snapshot of net worth, balance sheet, and other financial reports. It also tracks spending and allows access to your latest investment account performance reports.