Open, honest, and focused on the client’s needs first

Rock Island Wealth Management is an independent wealth management organization made up of seasoned professionals in the financial planning, accounting, insurance, investment and retirement planning industries. As a member of this elite group, we demand team members put clients’ needs first, subscribe to the core values we were founded on: Focus on client’s needs first. We are open and honest. We are family focused. We are results based.

Our niche is centered are around the single concept of Building The Right Plan.

 

Our Team

Mitchell D. Stolba

President | CLU, ChFC®, LUTCF®, CFS, CFP®

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Haralds Bondaris

Operations Manager | CFP®

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Strategic Partners

The strategic partners listed are not affiliated with Rock Island Wealth Management or Great Valley Advisor Group.

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