Mountain Rock Wealth Management

Welcome to Mountain Rock Wealth Management, a comprehensive financial planning firm dedicated to helping retirees and near-retirees navigate the complex world of wealth management. Our mission is to assist you in turning your nest eggs into dependable lifetime income streams, protecting and transferring your wealth safely to the next generation when no income is needed.

Our Approach

At Mountain Rock Wealth Management, we believe in building strong, long-lasting relationships with our clients. We achieve this by getting to know and understand your needs, wants, and long-term goals. We then work together to develop, implement, and monitor a strategy designed to address your unique situation. We understand the challenges families face today, from managing debt to saving for college and retirement, and are committed to utilizing all available resources to help you pursue your goals.

Our approach is to think "out of the box" and challenge conventional wisdom in our approach to investing and preserving wealth. We are not afraid to explore new ideas and strategies to help our clients reach their financial goals. Our energy, commitment, and efforts are solely focused on you, the client, and your satisfaction.

Services

At Mountain Rock Wealth Management, we offer a range of services to help you build, manage, preserve, and transition your wealth.

Retirement Planning

Retirement planning should not start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working. Through comprehensive retirement planning, we aim to help you pursue your financial goals and enjoy a comfortable and secure retirement.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth. Our investment planning services are designed to help you grow and protect your assets, so you can reach your financial goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation to ensure your estate benefits the people and charities you care about most.

Meet Michael

Michael Wiercinski is the President of Mountain Rock Wealth Management. He started the firm in October 2019 after 10 years at Wells Fargo Advisors, 3 years at UBS Financial Services, and 3 years at GE Capital Corporation. Michael graduated in 2000 with a bachelor's degree in Finance from Pennsylvania State University and a Master's degree in 2006 from Western Carolina University.

In addition to studying financial, economic, geopolitical, and historical trends, Michael enjoys bicycling, hiking, and swimming in the mountains of western North Carolina. He and his wife Daisy have a daughter, and they live in Franklin, NC. Michael is committed to helping his clients reach financial freedom and enjoys building long-lasting relationships with them.

At Mountain Rock Wealth Management, we are dedicated to helping you achieve your financial goals. Whether you are planning for retirement, looking to grow your investments, or need help with estate planning, we are here to assist you every step of the way. Contact us today to schedule a consultation and let us help you build a brighter financial future.