Rockline Wealth Management LLC

Rockline Wealth Management LLC is a financial advisory firm based in Islip Terrace, NY, established in 2018. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. Rockline Wealth Management LLC acts as a fiduciary, committed to always acting in the best interest of clients. The firm offers services such as Comprehensive Portfolio Management and Retirement Plan Consulting, tailored to meet clients' financial goals and risk tolerance. For Comprehensive Portfolio Management, clients receive asset management, financial planning, and consulting services. The firm conducts client meetings to understand financial situations, goals, and risk tolerance, and presents an investment approach consisting of various securities. Portfolios are continuously monitored and rebalanced based on individual needs. Retirement Plan Consulting services assist employer plan sponsors in establishing, monitoring, and reviewing participant-directed retirement plans. Rockline Wealth Management LLC charges a maximum annual fee of 1.50% for Comprehensive Portfolio Management services, billed quarterly in advance. Retirement Plan Consulting fees are based on a flat fee or a percentage of plan assets under management. The firm does not charge performance-based fees and does not have specific account size requirements. Clients have the option to grant investment discretion to the firm, allowing it to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Rockline Wealth Management LLC does not have custody of client funds or securities and has no financial condition that impairs its ability to meet obligations to clients.