DEFINING FREEDOM

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Our goal is to simplify your life and help you feel confident about your financial future. 

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Our Services

We have a wide array of tools to help get you on your desired financial path. 

- 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

Serving you at the highest level is our number 1 priority. 

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Helpful Content

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

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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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

Mark Rose, PPC

Executive Vice President- Wealth Management Advisor

Mark.Rose@RocklineWealth.com

Anthony Santo

Vice President- Wealth Management Advisor

Nicholas Coluzzi

Vice President- Research & Trading Operations

Daniel Schwartz

Branch Operations Manager

Stephanie Tumminello

Client Relationship Manager

Salvatore Licata

Vice President- Business Development

Vincent Leonardi

Associate, Wealth Management Advisor

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