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Rock Management Company

About Rock Management Company

Solid Rock Wealth Management is an independent, fee-based wealth management firm located in Bozeman, Montana that specializes in comprehensive wealth management services for high net worth individuals and families. We utilize a team planning approach to help people effectively grow and preserve their wealth. We provide comprehensive, personalized wealth – more... strategies with one goal in mind-helping you and your family achieve your goals and enjoy a secure financial future.

We offer a range of solutions to help you grow, preserve and pass on your wealth. These solutions include the following:

• Individualized investment strategies

• Customized investment policy statements

• Individualized portfolio analysis

• Account monitoring and trading

• Re-optimization of portfolio-scheduled rebalancing

• Tax-loss harvesting

• Sophisticated portfolio performance and tax reporting

• Retirement planning using our Life Planning Model software

• Estate Planning

• Tax Planning – lessMore from ZoomInfo »

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