The Wealth Was Never the Finish Line.
For the people who built something real — and aren't done yet. Founder-led. Multigenerational. Independent.
$0M+
Assets Under Management
as of 1/1/26
Best-in-State
Wealth Advisor · 2026
Fastest-Growing
Private Companies in America
0+
Years Combined
Industry Experience
§ 01 / The Firm
A Firm Built By Founders, For The People Who Build.
Rockline Wealth Management was co-founded in 2018 by Gabriel Gallante and Mark Rose. Eight years later, the firm stewards $749M+ for households across the country as an independent, SEC-registered fiduciary. Our leadership is built to span generations by design — a founder with four decades of runway ahead of him, and a senior advisor with four decades of mastery behind him. The clients we serve are building things meant to outlast them. We built a firm to match.
Gabriel Gallante
Founder, CEO & CCO
Mark Rose
Executive Vice President
§ 02 / Thesis
The Win Was The Easy Part.
What comes next — the tax posture, the entities, the liquidity, the life — is the actual work. It's also what we do. Every engagement begins with a balance-sheet review; the architecture that follows is custom because your situation is.
§ 03 / What We Do
One Firm. One Architecture. Built Around You.
Wealth Architecture & Planning
The blueprint that holds everything else together — cash flow, balance sheet, goals, and the integrated long-term plan.
Investment Management
Portfolios designed around you — your tax situation, your concentration risk, your time horizon, and the long-term plan they're built to serve.
Tax-Aware Planning & Strategy
Multi-year tax strategy coordinated with your CPA — income timing, deduction optimization, and long-term tax positioning.
Equity Compensation & Concentrated Stock
The technical planning when your net worth is tied to one company and your compensation is anything but simple.
Estate & Legacy Design
Trust architecture, wealth-transfer strategy, and the governance your family will actually use — for the generations you're building for.
Liquidity Events & Exit Planning
Pre-transaction structuring, QSBS strategy, and the ten years after the close — architected before the term sheet arrives.
§ 04 / Partnership
What A Real Financial Partnership Looks Like.
i.
We Start By Listening.
The first conversation isn't about products or returns. It's about your life — what you've built, what keeps you up at night, and what the next chapter actually looks like.
ii.
Architecture Built For You Alone.
You didn't get here by following a template. Your financial plan shouldn't follow one either. Every structure we build is custom — because your situation is.
iii.
Proactive By Design.
When something changes in your life, we've already moved before you pick up the phone. That's not a service level. That's the structure of the firm.
§ 05 / Begin
Ready To Explore What's Possible?
The first conversation is confidential, unhurried, and without cost or obligation. We accept a limited number of new relationships each year.
By Appointment
Correspondence
Location
Islip Terrace, NY