Brock Hill Wealth Management

Brock Hill Wealth Management works with individual and high‑net‑worth clients as well as trusts, estates and business entities, offering discretionary asset management, comprehensive portfolio management, standalone financial planning and retirement‑plan consulting. The firm reports managing roughly $87 million in client assets across two advising professionals and about 71 client relationships as of March 2026.

Portfolios are tailored to client objectives and may include individual stocks, bonds, ETFs, options and alternative investments, with continuous monitoring and periodic rebalancing; financial planning services can encompass estate, tax, corporate‑structure, real estate and cost‑segregation analysis. The firm describes a wide analytical approach—fundamental, quantitative, technical, sector and cyclical analysis—and discloses use of strategies such as duration‑constrained fixed‑income management, margin and options trading and occasional retention of legacy positions for tax or fit reasons.

Notable distinctions include the firm’s recent establishment (formed in 2021 and operating as an adviser since 2023) alongside relatively rapid asset growth, and a practice of recommending and, in some cases, requiring clients to establish accounts with a specified qualified custodian (Charles Schwab), which the brochure notes is not universal among advisers. The firm also provides employer retirement‑plan consulting with acknowledgment of ERISA fiduciary roles and uses written solicitor referral arrangements, reflecting a broader mix of institutional and referral‑oriented services than many peers.