Jeffrey D. Rockwell, CRPC®

Founder & Principal Advisor

For more than 24 years, Jeffrey Rockwell has helped individuals, families, and professionals navigate important financial decisions and prepare for retirement.

As a Chartered Retirement Planning Counselor® (CRPC®), Jeffrey focuses much of his work on the transition from accumulating assets to using those assets to support retirement. He helps clients evaluate questions such as when they may be able to retire, how their retirement income may be generated, when to claim Social Security, how taxes and healthcare may affect their plan, and how investment strategy should evolve as retirement approaches.

Jeffrey's approach begins with understanding the client's full financial picture, goals, priorities, and concerns. From there, he develops a coordinated strategy and helps clients understand the reasoning behind the recommendations so they can make informed decisions about their financial future.

His career in financial services began in 2002 and has included experience with Merrill Lynch and more than 16 years affiliated with Commonwealth Financial Network. Before entering wealth management, Jeffrey worked in executive recruiting, giving him additional perspective on the professional and business environments many clients navigate throughout their careers.

Jeffrey believes retirement planning should extend beyond investment management. His work may include coordinating retirement income, Social Security, investment strategy, tax-planning considerations, healthcare costs, estate and legacy objectives, and other decisions that can affect a client's long-term financial plan.

Outside the office, Jeffrey has served as chairman of the White Plains YMCA and has coached youth sports for many years. He enjoys spending time outdoors, staying active, and spending time with his family in Stamford, Connecticut.

Jeffrey was recognized as a 2024 Five Star Wealth Manager and holds the Chartered Retirement Planning Counselor® designation.