WELCOME TO ROCKWALL WEALTH ADVISORS
Thank you for Voting us Best Financial Advisor for the 3rd consecutive year!!!
Navigating with Purpose
Investment Management
We help high net worth individuals like you develop an investment strategy that’s based on your individual goals and needs. Our philosophy and methodology is centered around keeping things as transparent and simple as they should be. That means goal-based planning designed to move you closer toward fulfilling your needs, not beating some arbitrary index or cookie cutter portfolio.
Comprehensive Wealth Management
Investment Management + Financial Planning
Financial planning is the foundation for everything we do. By focusing on your unique situation and your goals for the future, we aim to bring clarity to your financial life. We depend on the planning process to drive our portfolio recommendations because we believe your investments should fit you…not your neighbors.
Our philosophy and your personalized portfolio determine every investment decision we make. By following a disciplined, research-based approach, we help you build diversified portfolios of high-quality investments that over the long-term — have the potential to provide positive returns with lower risk.
Financial Planning
As fiduciaries, it’s our responsibility to take a comprehensive look at your financial picture. Our advisors will build your financial plan from the ground up, working to connect all the pieces. We’ll take a look at YOUR big picture goals, buying a home or preparing a legacy for your children, as well as your day to day spending, saving strategies, budgeting needs and much more.
Who we are?
Rockwall Wealth Advisors is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated high net worth / ultra high net worth individuals, families, and business owners. With RWA's wealth management services, you get access to technology and financial planning designed to create, maintain, and grow your net worth. Our goal is to provide you with the right strategy to maximize your financial potential so you can enjoy what important.
Our Mission:
Our mission is simple, It is to help our clients WIN through creative financial strategies.
Unbiased Advice
RWA is fee-only, meaning we do not earn commissions from selling anything. We get paid by our clients, so it makes it easy for us to be a fiduciary. It also allows us to give unbiased advice since we have no other competing interests. As a Registered Investment Advisory firm, we are legally obligated to act as a fiduciary and are subject to regular audits by the state to ensure that we are acting in our clients’ best interests at all times. Simply put, we are able to focus on you.
RWA’s 6 Step Process
Step 1 - Schedule your complementary consultation
Schedule online or call to schedule your initial meeting with Rockwall Wealth Advisors. This can be done very easily. Although clicking HERE is the easiest way to schedule your consultation, feel free to call and schedule is you prefer (214)-923-5237.
If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Step 4 - Second Meeting
This is where the rubber meets the road
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to your questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Step 2 – First Meeting
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. This will give us both a chance to make sure your situation matches our expertise.
Your answers to our questions will guide our analysis, which will result in plain-English answers to your critical questions. This is sometimes done with a meeting followed by a questionnaire if needed.
Step 5 - Sleep On It
Having been in business for more than a decade and with many more years of experience, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
Do I like/trust/respect the team at Rockwall Wealth Advisors?
Will the benefits they provide exceed their cost?
Do I understand and agree with their investment philosophy?
Do their recommendations make sense to me?
Step 3 - Our Recommendation & Analysis
This is where the magic happens
We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer your top questions:
Can you afford to retire? Are you retirement ready?
Are you overpaying your taxes and/or fees?
Can your portfolio be improved?
Can you eliminate, or reduce threats to your retirement?
How can I prepare for my future?
(or fill in the blank with your top prioritized questions)
Step 6 - Third Meeting/Paperwork
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client (most can be done via DocuSign).
Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
Your own Personalized Tools and Dashboard
Tax’s, Social Security, Investments, Estate, and so much more.
Innovative tax strategies such as Roth Conversions, distribution methods, social security optimization, estate planning, budgeting, etc.
Retirement Analysis and Interactive Planning
Understand how prepared you are for retirement using our interactive tools. Compare multiple scenarios, illustrate stress tests and more.
Awards &
Partnerships
