Rock Island Wealth Management

Personal Attention. Personal Plans Financial planning is an intensely personal service. There is no such thing as a one size fits all plan. Every client is unique. Every dream is unique. Every future is precious. At Rock Island Wealth Management we serve with the understanding that every client deserves a customized financial plan tailored to their individual vision, values and goals. Our niche is in building the right plan. One client at a time. Our passion is in helping clients create, preserve and transfer wealth. It’s about being present today to help build on your current success by making the most of the assets you have through strategic investments and thoughtful management. It’s about protecting the wealth you’ve worked for through open, honest communication, careful stewardship, risk management and tax strategies. It’s about planning for a secure future for you and making sure the ones you care about are well cared for too. At Rock Island Wealth Management, everything we do revolves around the core values we subscribe to as a team: We focus on our clients’ needs first We are open and honest We are family focused We are results based We walk each client through a comprehensive financial planning experience, which becomes the foundation for building a solid financial plan. It’s not painful or awkward. In fact, most clients find it to be fun. It’s a tool that helps you look down the road and dream of what the future may hold. In almost every instance, our clients come away from the experience with a greater understanding of their financial future and the confidence to live securely today. That’s the value in finding your path.

Address: Two Carlson Parkway, Suite 155 Plymouth, MN 55447 USA

Phone: +1 763 489 7378
FAX: