Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jupiter? Claim Your ProfileJupiter Bridge is a Chartered Financial Analyst who has been working in the financial industry since 1998. Jupiter currently works at Rockwood Wealth Management, LLC. Jupiter has been a registered investment advisor representative in Pennsylvania since February 2023. Jupiter has experience working with a wide range of clients, including high-net-worth individuals, trusts, corporations, and charitable organizations. Jupiter specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
02/02/2023 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
Active
Inactive
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