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The Rockland Group - Wealth Management, LLC

Dedicated to the financial well-being of our clients.

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Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning


Asset management


Estate planning strategies

Estate planning

Risk Management


What do you value most?

You might say family, community and peace of mind. Our financial professionals would agree because like you, we are family members, hard workers, and caring individuals too. 

Client Centered

We are here for you

Our professionals strongly believe in the relationships we form with our clients, in fact many of them become our friends. This is because we are committed to earning your trust, learning more about you and your needs and guiding you with the most up to date financial service and advice.

Client Centered

We work alongside you

The Rockland Group Wealth Management, LLC is made up of individuals who understand the value of your time and care about your financial well-being. Our team is educated and well versed in many areas of financial planning because our clients are just as versatile. We have been helping both individuals and businesses for over 34 years because we understand what they value most.We will continue to dedicate our time and knowledge to our clients and guide them to ensure peace of mind so that they may enjoy their family and community. Please get to know us and let us get to know you.

Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.