Rockwood Wealth Management, LLC

Rockwood Wealth Management serves individuals, families and related entities — including trusts, estates, endowments and family businesses — providing financial planning, wealth management and investment management through one-on-one consultations and tailored portfolios. The multi-advisor firm manages several billion dollars in client assets and delivers ongoing portfolio monitoring and periodic reviews for clients.

The firm follows a structured, passive investment philosophy grounded in market efficiency and implements globally diversified allocations primarily through mutual funds and ETFs, with a notable use of Dimensional Fund Advisors strategies. Portfolios are rebalanced as needed and the firm accepts discretionary authority; for certain held-away assets it uses a third‑party platform (Pontera) to facilitate management without taking custody.

Distinctive features include operating a large, multi-advisor practice from a single office and operating on a fee-only basis without accepting commissions or soft-dollar benefits. Rockwood also discloses a range of outside activities among owners and staff — including real-estate holding entities and numerous board and volunteer roles — and it uses third‑party allocation programs for smaller accounts, which can affect how services are delivered to clients with less complex needs.