Your path to retirement. One step at a time.
At EdgeRock Wealth Management, we believe that every individual, family, and company deserves a unique and tailored approach to their financial goals. Our team of experts is dedicated to helping our clients create a comprehensive financial strategy that aligns with their values, aspirations, and financial situation.
Our Approach
We take the time to understand what matters most to our clients, whether it's leaving a lasting legacy, ensuring a secure retirement, or achieving long-term financial goals. We then use a variety of investment and insurance products to build a customized plan that suits their needs and goals.
Our Services
Our services are designed to help our clients achieve financial confidence and peace of mind. We offer:
Minimize Tax Exposure
For many, a tax-deferred 401k or IRA is a ticking time bomb. We can help build a long-term withdrawal strategy outlining predictable income without unnecessary tax exposure.
Protect Against Market Volatility
Major market losses can derail a retirement. We actively manage client investments so that you don't have to.
Maximize Your Savings
You've worked all your life. Now it's time to enjoy what you've earned. We're here to give you the confidence to turn your savings into fulfilling experiences.
Create a Plan
At EdgeRock, we believe that a plan is only as good as the person who created it. That's why we take the time to get to know our clients and their goals before building a comprehensive financial strategy.
Our EdgeRock Summit Plan
Our EdgeRock Summit Plan is a complete strategy for income, healthcare, Social Security, legacy planning, and anything else that comes along. We don't just stop at financial planning; we take it a step further by considering the emotional and social aspects of your financial decisions.
Why Choose EdgeRock?
At EdgeRock, we're committed to transparency, professionalism, and integrity. Our team of experts has the knowledge and expertise to help you achieve your financial goals. We're dedicated to building long-term relationships and providing personalized service to our clients.
Getting Started
Are you ready to take the first step towards achieving your financial goals? Schedule a meeting with one of our experts today and start building a comprehensive financial plan that's tailored to your unique needs and goals.
Positive Experiences
The reviews of Edgerock Wealth Management are overwhelmingly positive, with each reviewer praising the team's exceptional service, attention to detail, and ability to communicate complex financial concepts in a clear and understandable manner. Clients rave about the personalized attention, thorough explanations, and friendly professionalism of the team members, including Kyle Shelley, Danielle Sanders, Chip Von Eiff, and Kyle O'Dell. Readers will appreciate the emphasis on building strong relationships and trust between clients and advisors.
Meeting Expectations
Several reviewers highlight the team's ability to understand their unique financial goals and create personalized plans to achieve them. The reviews emphasize the importance of a collaborative approach, with clients feeling valued, heard, and informed throughout the process. Notably, clients appreciate the transparency and thoroughness of the team's communication style, which is characterized as patient, friendly, and professional.
Solutions and Expertise
Reviewers praise the team's expertise in creating tailored financial plans, addressing complex portfolio management issues, and providing guidance on investment strategies. The team's ability to explain complex financial concepts in a clear and concise manner is also cited as a major strength. Clients appreciate the team's willingness to take the time to answer questions, address concerns, and offer guidance throughout the process.
Personal Touch
The reviews emphasize the importance of building strong relationships between clients and advisors, with several reviewers noting the personal touch and attention to detail that sets Edgerock Wealth Management apart. Clients appreciate the team's empathy, active listening skills, and ability to understand their unique financial goals and concerns.
Trust and Confidence
The reviews demonstrate a deep sense of trust and confidence in the Edgerock team, with clients reporting feeling comfortable, informed, and empowered throughout the process. Notably, the team's commitment to putting clients' interests first, combined with their expertise and personalized approach, has earned them a loyal following.
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