Matheson & Rock Wealth Management, LLC

Overview

Matheson & Rock Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2019. The firm is organized as an individual-owned LLC and advises a mix of individual and family clients as well as institutional investors. Its advisory services, as disclosed on regulatory filings, emphasize portfolio management for individuals and small businesses and include pension consulting services. Compensation is primarily fee-based on a percentage of assets under management, with other fee arrangements also noted. The firm does not act as a capital allocator; instead it relies on third-party managers for certain alternative exposures and uses custodial relationships to hold client assets rather than sponsoring pooled investment vehicles.

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Location & Offices