Rocky Hill Advisors

Rocky Hill Advisors, Inc. is an independent investment advisory firm dedicated to providing comprehensive wealth management solutions to affluent individuals and families. Founded in 1997 by Peter A. Ferriero and Kevin W. Nunes, the firm has built a reputation for delivering personalized financial guidance and pursuing client goals with meticulous attention.

Our Mission

Our mission is to empower our clients to achieve financial clarity and pursue their financial goals through:

• Personalized Financial Planning: We take a holistic approach to understand your unique financial situation, goals, and risk tolerance.
• Custom Investment Portfolios: We construct diversified portfolios tailored to your individual needs and market environments.
• Ongoing Communication: We maintain regular communication and provide transparent reporting to ensure your portfolio is aligned with your evolving financial goals.

Our Expertise

Our team of experienced professionals possesses deep knowledge and qualifications in:

• Wealth Management: Developing and implementing comprehensive wealth management plans
• Investment Management: Building and managing diversified investment portfolios
• Asset Allocation: Optimizing portfolio allocation considering individual risk tolerance and market conditions
• Cash Flow Management: Providing guidance on budgeting, expense management, and debt consolidation
• Retirement Planning: Developing strategies for maximizing retirement savings and withdrawals

Our Network

Rocky Hill Advisors partners with industry-leading organizations to provide clients with comprehensive and seamless services. Our clearing and custody services are provided by Fidelity Clearing & Custody Solutions, a division of Fidelity Investments. This partnership offers:

• Access to a robust clearing platform and brokerage services
• Secure custody of investments
• Competitive trading capabilities
• Comprehensive practice management and consulting

Client-Focused Approach

At Rocky Hill Advisors, we prioritize client satisfaction and maintain a client-centered approach in all our interactions. We:

• Are committed to open and transparent communication.
• Provide clear and concise explanations of our processes and recommendations.
• Value feedback and actively address client concerns.
• Work collaboratively with clients to achieve their financial goals.