Rockwood Stone Wealth Management, LLC

Using a "team approach", we take time to understand each individual's financial and family situation, lifestyle needs, goals, and dreams. We view each client relationship as a long-term commitment that is based on mutual trust and equal value.

As a team we offer:

• First, a complete financial plan which is tailored to your specific objectives, risk profile, and circumstances.
• Second, an investment strategy that provides long-term growth with the emphasis on the preservation of capital.
• Third, consistent communication and our very best advice specific to your needs.

As your wealth grows, your needs become more specialized. The accumulation of wealth is not, after all, the end of your journey but rather a new start. Generally, this is the time to seek the comfort that comes from knowing everything you've worked to acquire will be managed, preserved, and transferred according to your wishes. As a team, our goal is to help you take advantage of the opportunities which are best for your specific situation.

Rockwood Stone Wealth Management, LLC
Lisa Adams
(208) 233-1122
no 275 South 5th Ave
Pocatello, Idaho 83201 US
Texting: ROCKWOODS to 866-866-5545
Email Us

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Business Hours

Monday thru Friday 8:00am - 4:30pm

Hours are subject to change to observe holidays

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