Unclaimed
Robert Dusek is a financial advisor at Rockwood Wealth Management, LLC, located in New Hope, PA. Robert has been a financial advisor since August 2024. Robert specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Robert is a member of the New Hope Auto Show board.
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
10/14/2024 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
Active
Inactive
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