linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rockway Wealth Partners

Headquartered in URBANDALE, IA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Rockway Wealth Partners is a wealth management firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. They offer retirement planning advice and selection of other advisors, and have approximately $22.3 million in regulatory assets under management. They are also a participant in wrap fee programs.

Rockway Wealth Partners

$22.30M

Assets Under Management

14

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan advice

Retirement plan advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ROCKWAY WEALTH PARTNERS has a total of 1 branch locations across the country.
location

URBANDALE, IA

Advisors at Rockway Wealth Partners

View All 2 Advisors
Unclaimed
Kevin James McGuire

RA

URBANDALE, IA

View Profile
Unclaimed
Brian Matthew Thompson

RA

URBANDALE, IA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Rockway Wealth Partners is right for you?

Disclosures

There are no public disclosures for Rockway Wealth Partners.

Frequently Asked Questions (6)

Not sure if Rockway Wealth Partners is right for you?