Our Process

We walk each client through a comprehensive financial planning experience, which becomes the foundation for building a solid financial plan. It’s not painful or awkward. In fact, most clients find it to be fun. It’s a tool that helps you look down the road and dream of what the future may hold. In almost every instance, our clients come away from the experience with a greater understanding of their financial future and the confidence to live securely today. That’s the value in finding your path.


Purpose. Cause. Passion.

At Rock Island Wealth Management, we hold in high regard a stated purpose, cause and passion which is quite simply:
We strive to Create, Preserve and Transfer wealth — for our clients.