Who We Are

Blue Rock Wealth Management is a team of advisors with over 15 years' experience each and over 100 years collectively. We help people simplify their complex financial lives. Often, we shepherd individuals through life transitions including sale of a business, inheritance, divorce or loss of a spouse. Our collaborative planning process makes clients feel truly heard. As a result, they trust us to take the reins, freeing them to focus on their families and careers, leaving them less stressed and more confident about their futures.