SOLID ROCK WEALTH MANAGEMENT

Overview

Solid Rock Wealth Management operates as an independent RIA serving individual and family clients, with services built around financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, which supports both ongoing portfolio relationships and project-based planning work. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure. The adviser is not positioned as a capital allocator; instead it uses third-party managers and mutual fund sleeves to implement core portfolio allocations. Solid Rock Wealth Management does not describe itself as an ESG-focused manager and is not registered as a multi-state adviser. The firm also lists an industry affiliation as a real estate broker, which supplements its ability to source or evaluate real estate-related investments.

Assets & Accounts

Investments & Alternatives

Location & Offices