Target Rock Wealth Management, LLC

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Client assets under management

$93,435,046

Clients

45% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,061,762

About

Target Rock Wealth Management serves primarily affluent and high‑net‑worth individuals and also provides portfolio management for institutions, offering discretionary investment management alongside both ongoing and project‑based financial planning. The firm documents a specialized annual flat‑fee program that bundles investment management and planning for medical students, residents, and physicians.

TRWM’s investment approach emphasizes fundamental analysis and primarily employs passive investment management using index mutual funds and ETFs, while accommodating client‑imposed restrictions and socially responsible investing customizations. The firm may engage third‑party sub‑advisers — currently SpiderRock Advisors and Aperio Group — and assists clients in selecting and monitoring outside managers when appropriate.

Compared with many peers, the brochure discloses active marketing and referral arrangements: TRWM compensates outside promoters, accepts client referrals from platforms such as Zoe Financial, SmartAsset Advisors, Wealthramp, and Willow Partner Advisors, and notes payments for sponsorship or advertising in connection with client events. The firm also integrates a digital wealth platform (Zoe with Apex custodial services) for account administration and referrals, which is a notable operational feature for a team of its size.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management ESG / Sustainable investing Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $500 to $20,000; Ongoing Financial Planning initial fee ranges from $500 to $1,000

Percentage

$0 - $500,000: 1.45% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.50%

Project-based

$375 per hour with a two (2) hour minimum for Financial Planning engagements

Subscriptions

Ongoing Financial Planning monthly or quarterly fee between $200 - $2,000 per month or $600 - $6,000 per quarter; Annual flat fee for physicians and medical students generally ranges from $5,000 to $50,000

Other

Account minimum: $500,000 Fee-only: Ongoing Financial Planning fee ranges from $200 - $2,000 per month or $600 - $6,000 per quarter; Project-Based Financial Planning fixed fees range from $500 to $20,000; Hourly Financial Planning at $375 per hour with a two-hour minimum

Main office location

Target Rock Wealth Management, LLC

445 Park Avenue, Floor 9

New York NY 10022, United States

Number of offices

Most active in

California · Connecticut · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 914-580-4530

Advisors at this firm

Gordy R

Series 63, Series 65

New York, NY

Target Rock Wealth Management, LLC

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC with Series 63 and Series 65 credentials. He has experience in professional trading from his 20-year tenure at E*TRADE Professional Trading, LLC and prior roles in therapy and equity partnerships. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, focusing on discretionary investment management and financial planning. The firm emphasizes passive index-based portfolios combined with fundamental analysis and offers customized ESG portfolios upon request.

Wealth management ESG / Sustainable investing Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner HENRY (High Earners, Not Rich Yet)

Matthew M

CFP®, CFA®, Series 63

New York, NY

Target Rock Wealth Management, LLC

Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

Christina D

CFA®, Series 63

New York, NY

Target Rock Wealth Management, LLC

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Adrian C

CFP®, CFA®, Series 66

Princeton, NJ

Target Rock Wealth Management, LLC

Adrian Colarusso is a CFP® and CFA® with 10 years of industry experience. He is currently an Investment Adviser Representative at Target Rock Wealth Management, LLC and Willow Partner Advisors, LLC. Prior to this, he spent six years at BlackRock Investments, LLC. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm uses a combination of passive index-based funds, ETFs, fundamental analysis, and due diligence, and it can create customized ESG portfolios upon request.

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