Brian Booth| CFP®, MS
Rockwood Wealth Management
- Fee-Only Financial Services
- Investment Management
- Estate Planning
- Charitable Giving and Trusts
- Planning for Business Owners
- High Net-Worth Clients
- Non-Profits & Foundations
- Business Retirement Plans
- Comprehensive Wealth Management
Annapolis, MD 21401
New Hope, PA 18938
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Before launching Rockwood Wealth Management with his partners, Brian was the Managing Member of the Booth Advisory Group, which was a comprehensive wealth management firm based in Newtown, PA. Prior to going independent, Brian worked with both privately owned trust companies as well as with some of the largest private banks in the country. He has a Masters of International Business from the Edinburgh Business School, UK and received his Bachelor of Arts from Rutgers University. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner since 1994 and became Certified Trust & Financial Advisor (CTFA) in 1996.
Brian is member of National Association of Personal Financial Advisors (NAPFA), the Philadelphia Estate Planning Council, the Bucks County Estate Planning Council and the Institute of Certified Financial Planners. He is also President Emeritus of the Princeton Committee on Foreign Relations and a member of the Union League of Philadelphia. He and his wife Helen live in Bucks County, PA with their two sons.
Fee–Only Financial Planning & Investment Management
New Hope, PA & Annapolis, MD.
Rockwood Wealth Management is a private wealth management firm offering comprehensive investment management and financial planning for prosperous individuals, families and non-profit organizations.
Is it time to pull it all together?
- Who provides you with financial security?
- Who minimizes your taxes?
- Who protects your legacy?
- Who grills your mortgage and insurance companies?
- Who plans your kids' college funds?
- Who vets your mutual funds?
- Who makes sure you can enjoy a fulfilling retirement without exhausting your resources?
- Who helps you pull it all together?
That's why many successful individuals and their families rely on the advice and guidance of dedicated professionals like the financial advisors of Rockwood Wealth Management.
As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests.
Rockwood Wealth Management has locations in New Hope, Pennsylvania and Annapolis, Maryland.