Broker Check

DEFINING FREEDOM

THROUGH

IMPACTFUL ADVICE

We Value Your Trust

At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach helps our clients to build and protect generational wealth.

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Our Services

Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom.

- Corporate Retirement Planning

- Succession and Exit Planning

- Philanthropic Strategy

- Internal Portfolio Review

- Estate Planning Review

- Cash Flow & Budgeting

- Tax Planning

- Social Security Analysis

- Risk Management Planning

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Focused On You

Our holistic planning strategies are designed to allow you to live your life on your terms. We strive to bring you convenience and a sense of security to help relieve the stress’ money can bring.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Inspirational Words

“Strive Not To Be Of Success, But Rather To Be Of Value.”

- Albert Einstein

“Do Not Save What Is Left After Spending; Instead Spend What Is Left After Saving.”

- Warren Buffet

Gabriel Gallante

Gabriel M. Gallante, AIF®, PPC™

Managing Partner

Gabriel.Gallante@RocklineWealth.com

Mark Rose

Mark B. Rose, PPC™

Managing Partner

Mark.Rose@RocklineWealth.com

Justin Volence

Justin Volence

Vice President- Wealth Management Advisor

Anthony Santo

Anthony Santo

Vice President- Wealth Management Advisor

Nicholas Coluzzi

Nicholas Coluzzi

Vice President- Research & Trading Operations

Daniel Schwartz

Daniel Schwartz

Branch Operations Manager

Stephanie Tumminello

Stephanie Tumminello

Client Relationship Manager

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