Rora Wealth, Inc.

Rora Wealth focuses on serving business owners and employees in the technology sector, offering investment management and both comprehensive and hourly financial planning services. The firm operates as a fee‑only fiduciary and, for certain planning tiers, coordinates third‑party tax return preparation and broader business and estate planning advice.

The adviser develops client‑specific investment policy statements and implements portfolios primarily through equity and fixed‑income separately managed accounts, ETFs, and mutual funds, and it may engage third‑party managers for model allocations. In some accounts the firm uses equity derivatives to manage risk or potentially enhance yields, alongside index‑based, fundamental, and technical analysis within a modern portfolio theory framework.

Rora may recommend an affiliated private fund that targets early‑stage technology companies, and the brochure discloses the resulting conflicts of interest and mitigation measures in the fund offering documents. Managing roughly $18.5 million in discretionary assets and concentrating on tech‑sector clients, the combination of affiliated private‑fund access and occasional derivative use is a notable distinction relative to many independent advisors.