Welcome to Bluerock
Bluerock Wealth Management is an independent fiduciary fee-only firm. That means we work with you, delivering clear-sighted, thorough analysis to help you make the right decisions for your financial needs, goals, and risk tolerance. As a fiduciary, we are held to the standard of acting in your best interest at all times. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation.
Fee-Only, Fiduciary, Independent Wealth Management Firm
Planning
Our approach to financial planning goes beyond formulas and numbers. We build a tailored plan for each client, taking into account your specific financial goals.
Investing
As an independent fiduciary advisory firm, we take an analytical, disciplined approach to find the best investment strategies and solutions for each client.
Tax Consulting
Tax mitigation strategies can have a major impact on your ability to grow wealth. That’s why proactive tax planning throughout the year is an integral part of our process.
Case Studies
Read more to find out how we helped clients save, protect, and grow their wealth through holistic wealth management.
Tax Consulting
Tax mitigation strategies can have a major impact on your ability to grow wealth. That’s why proactive tax planning throughout the year is an integral part of our process.
Case Studies
Read more to find out how we helped clients save, protect, and grow their wealth through holistic wealth management.