Target Rock Wealth Management LLC

Company Description (LinkedIn): Target Rock is a fee-only fiduciary firm with two experienced and thoughtful advisors. Our "Big Why" is to connect our passion for financial markets to our clients' lives, and empower them to point their wealth explicitly towards its highest purpose.

We believe when people define the purpose behind their wealth, it tends to propel its long-term growth. We help our clients build financial management vehicles that carry their families in a clear, intentional, and desirable direction.

Target Rock was founded by Matthew McKee after nearly two decades in the investment management industry. The name pays homage to the street he lived on as a child. Shortly after launching the firm, Matthew met Adrian, who worked at BlackRock, the world's largest asset manager. Our priorities resonated - to provide objective, high-quality advice to people we care about.

We work with our clients to uncover their "Big Why" and their goals through comprehensive financial planning seamlessly integrated with personalized portfolio management.

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πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
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πŸ“Š One-time plan creation fee:
πŸ•° Founded:
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 312279
☎ Phone Number: 914 580-4530
🐦 Twitter:
🦾 Website Accessibility Score: 79 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-25