Our mission is to help clients build wealth, distribute income, and provide for the efficient transfer of assets to the next generation.
LEADERSHIP | INTEGRITY | COMPETENCY
We believe values matter, and we live by ours every day. Clients entrust us with their family's financial future. Stemming from our early careers in the military, we view helping clients accomplish goals as our duty. We find strengths in building personal relationships with our clients and serving their unique needs, viewing our work as an internalized responsibility, not a business transaction or even a career. As lifelong learners, we stay abreast of the ever-changing financial landscape and tax laws, and continuously evaluate new products, services, and opportunities so that we can lead our clients to make optimal choices for themselves and their families.
At Rock Creek Wealth Planners and Advisors are seasoned wealth managers with 25 years of experience helping people reach their financial goals. We serve our clients by taking charge of life's financial aspects we can control and planning for those we cannot.
ADVISING | Through a consultative approach, we learn your financial landscape and long-term goals. We help you make sense of the overwhelming amount of conflicting information in the financial news media and provide realistic options that help meet your stated financial objectives.
PLANNING | We develop comprehensive wealth management programs that incorporate asset and liability management along with personal risk mitigation strategies. Planning is essential to our mission of helping clients build wealth, distribute income, and provide for the efficient transfer of wealth to the next generation.
ONGOING SUPPORT | We provide continuous support and feedback to keep you on course to reach your goals through a preplanned annual meeting schedule, and 24-hour access to our state-of-the-industry online client portal. A regular schedule of client meetings, planned a year in advance, ensures that you are never out of touch with your financial situation. Our client portal provides a detailed snapshot of net worth, balance sheet, and other financial reports. It also tracks spending and allows access to your latest investment account performance reports.