Toal & Associates LLC

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200 Harry S Truman Pkwy Ste 300
Annapolis, MD 21401
+1 (410) 224-0097
https://rockwoodwealth.com

Rockwood Wealth Management, located in New Hope, PA, is an independent fee-only financial planning and investment management firm dedicated to serving high net worth clients. With a focus on fostering strong personal relationships, the firm provides comprehensive services that include investment planning, tax planning, retirement planning, estate planning, and risk management.

Led by a seasoned advisory leadership team, Rockwood emphasizes a client-centered approach that seeks to understand individual goals, values, and legacies. The firm prides itself on its family culture and commitment to clients' well-being, ensuring that each client receives thoughtful and attentive advice tailored to their unique financial circumstances.

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