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Our Process

How We Work

At RCK Wealth we need to get to know you. As we build our relationship with you we want to evaluate your needs and plan for your goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Wealth Management isn't looking at one slice of your financial life.  We are here to evaluate all aspects and provide guidance to help you build wealth, preserve wealth, and pass it on to future generations.

Our Process involves a series of meetings and information gathering to build an understanding of your needs.  We know goals may change and surprises happen, but the best way to plan for them is to start with a good foundation.  The better we know you the better we can advise you.

Wealth Planning

Goal Planning

Retirement Planning

Business Planning

College Planning

Estate Planning

Retirement Account Planning



Common Stock

Educational IRA and 529 Plans

Traditional IRA

Roth IRA

SEP, Simple IRA, and 401ks

Brokerage Accounts

Government Securities


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Taxes and Accounting

We provide Tax and Accounting services for Families, Individuals, Businesses, Trusts, Estates, and Non-Profits.

Tax Preparation

Tax Planning

Business Planning


IRS audit Defense

For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you.   |  Office: 215-970-7271