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Robert M Vogel

Rockwood Wealth Management, LLC

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About Robert M Vogel

Robert Vogel is a financial advisor with Rockwood Wealth Management, LLC based in NEW HOPE, Pennsylvania. Robert has over 20 years of experience in the financial services industry and is a Certified Financial Planner. Robert has worked with individuals, families, businesses, and trusts, providing them with a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Robert is dedicated to helping his clients achieve their financial goals.

Firm Information

Robert Vogel 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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Robert Vogel’s Registration & Firm History

PA

12/14/2020 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

06/29/2005 - 05/17/2006

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

10/19/2000 - 05/16/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

03/28/2000 - 10/25/2000

DIRECTED SERVICES, INC. (WEST CHESTER PA)

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Licenses & Designations

BOTH

Issued 10/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert M Vogel.
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