Holistic Wealth Management

Our comprehensive approach to wealth management starts with trust and we’ve been building great relationships with our clients from day one. We begin the process by sitting down with you and listening to your needs to better understand how we can help. Then we gather all the necessary financial information to create a sound investment strategy and personal financial plan designed to help you achieve your goals. We then help you stay on track by measuring your progress and providing regular portfolio updates and market insights.

Every client needs a clear path towards securing their financial freedom and we take pride in partnering with you at every step of the way. Holistic wealth management can include many considerations: 

• Total investable assets
• Annual expenses and liabilities
• Individual time horizons
• Monthly income requirements
• Changing market conditions 
• Multigenerational wealth planning

Independent Financial Advice

BirdRock Wealth is a Registered Investment Advisor (RIA), regulated by the Security and Exchange Commission (SEC). As an independent advisory firm, we will always provide straightforward, unbiased, and solid financial advice. We go to great lengths to make sure we thoroughly understand each of our client’s specific needs and then set forth the right investment strategy to meet your specific goals. 

Our Fiduciary Responsibility 

As a fiduciary for our clients, we are mandated by law to always act in our client’s best interests. Unlike many other financial advisors, we don’t receive commissions for our services and we will never ‘cross or upsell’ you products or services you don’t need; like loaded mutual funds, mortgages, credit cards, life insurance, or other high-fee investment vehicles. 

• No hidden fees
• No ulterior motives
• No financial nonsense 

Financial security and fees

We have partnered with Charles Schwab to be the legal custodian of our client’s assets so you always know your investments are safe and secure. Our average client account minimum is $100,000 and we charge an average annual fee of one percent of total assets under management (AUM)*. You will never receive any additional fees from us for products or services — ever!

* (contact us for complete fee schedule)

Invest. Right. Now. 

Reach out to a trusted BirdRock advisor today so we can learn more about your current situation and help you secure your financial future so you can live a life you love today!