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Renee A Schuster

Rockwood Wealth Management, LLC

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About Renee A Schuster

Renee Schuster is a financial advisor currently registered with Rockwood Wealth Management, LLC. Renee has been working in the financial industry since 2010, with previous experience at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and EDWARD JONES. Renee is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Renee specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Renee Schuster is currently registered with Rockwood Wealth Management, LLC. Rockwood Wealth Management, LLC is a registered investment advisor headquartered in New Hope, Pennsylvania. The firm manages over $2 billion in assets for individuals, trusts, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and selection of other advisors.
Rockwood Wealth Management, LLC

6464 LOWER YORK ROAD

NEW HOPE, PA 18938

$2.20B

Assets Under Management

Not reported

Total Clients

35

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Renee Schuster’s Registration & Firm History

PA

08/14/2019 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

07/01/2013 - 07/24/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CENTER VALLEY PA)

VA

11/18/2010 - 03/21/2013

EDWARD JONES (BURKE VA)

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Licenses & Designations

BOTH

Issued 12/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Renee A Schuster.
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