Roccaforte Financial Strategies is an independent investment advisory and financial planning firm that specializes in all aspects of customized, client-focused wealth management strategies. Our mission is to help you accumulate and preserve wealth by managing your Risk & Return so you can Rest & Relax!
Risks to your financial future comes in many forms, including inflation, market volatility, not saving enough for retirement, outliving your money, health related issues, or a premature death. Each of these risks must be managed by combining different tools and tactics with different relative strengths and weaknesses.
Working together, we will develop and implement financial strategies to help you minimize these risks and work toward achieving your personal goals and objectives. Our activities will be coordinated with your other financial professionals such as your attorney and/or tax accountant, when necessary. Continuous monitoring of your personalized financial plan, making adjustments as necessary, will help ensure that you move closer to obtaining your lifetime wants, needs, and desires.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.