PERSONALIZED, DISCIPLINED, & PROVEN INVESTING SINCE 1981
Our Philosophy
WhiteRock Wealth Management customizes each portfolio to ensure the asset allocation between common stocks and fixed income is appropriate based on the client’s investment objectives and risk tolerance preferences (incorporating the client’s investment time horizon and income requirements). Our investment philosophy emphasizes low volatility management by carefully selecting individual common stocks and fixed income obligations.
Our Process
WhiteRock Wealth Management strives to distinguish our firm from the competition by providing competent asset management, honesty and responsive customer service. Our employees are trained to listen carefully to our clients and react accordingly when changes are warranted. We care about our clients and want to ensure their needs and concerns are addressed in a timely and appropriate manner.
Our Team
WhiteRock Wealth Management is comprised of five investment professionals with over 120 years experience in the investment industry including institutional and retail asset management. Professional industry designations include Certified Financial Planners, Chartered Financial Analysts and a Certified Public Accountant.
“Nearly 60% of the time a family’s money is exhausted by the children of the person who created the wealth. In 90% of the cases, it’s gone by the time the grandchildren die.”
– CNN Money
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- FIDUCIARY
Our business model is structured to ensure all investment actions are performed solely for the benefit of our clients. - FEE-ONLY
No kickbacks from product companies. Our recommendations are objective and conflict-free – the most transparent and objective billing method in the industry (NAPFA). - THE FIRM
A family-owned registered investment advisory firm based in Dallas since 1981.