ROCKWAY WEALTH PARTNERS

Overview

Rockway Wealth Partners is an independent registered investment adviser that focuses on serving individuals and families with comprehensive financial planning and portfolio management. The firm acts as a capital allocator and selects third‑party managers when appropriate, blending direct equity and ETF exposure with external alternative managers. Rockway Wealth Partners lists financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers among its core activities. The firm identifies as an active ESG investor, meaning environmental, social and governance factors are incorporated into its investment approach and manager selection. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees, allowing the firm to serve a mix of ongoing advisory relationships and project-based planning work. Custody is handled through a broker‑dealer custodial relationship, and Rockway Wealth Partners positions itself to use both own-managed sleeves and third‑party allocations to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices