As a financial advisory practice with over 140 years of combined experience we understand the range of financial management issues. Clients rely on Round Rock Advisors for a comprehensive, solutions-focused approach to financial planning, and to enable them to make informed decisions on how to preserve their assets and protect their income. By working with Round Rock Advisors, you’ll receive ongoing, straight-forward financial planning advice and investment management to help you build, manage, and protect your assets through life’s transitions. Whether our services are needed for retirement planning, income source and asset protection, investment allocation, income tax and estate planning strategies, philanthropic planning, or overall strategic plan implementation, Round Rock Advisors is here to serve as your ‘go-to’ resource on all aspects of helping to manage your wealth. There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
199 Elm Street Suite D, New Canaan, CT. 06840
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