ROCK STEADY WEALTH, INC.

Overview

Rock Steady Wealth, Inc. is a small, independent registered investment adviser serving individual, family and institutional clients. The firm’s advisory services center on financial planning and portfolio management across household and business/institutional accounts, and it also provides pension consulting. Its fee model blends assets-under-management billing with hourly and fixed-fee engagements, which suits both ongoing portfolio oversight and project-based planning work. Investment activity is concentrated in publicly available pooled vehicles and third-party managers rather than proprietary products. The adviser is not flagged as an active ESG investor and operates with a single-owner structure. Given its size and client mix, the firm appears to apply straightforward, client-focused allocations—core public funds to cover broad equity and fixed income exposures, supplemented by selected alternative funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices