Fiduciary Investment Advice
BullRock Capital is a fee-only boutique Fiduciary Financial Advisory firm offering bespoke wealth management to sophisticated clients who need exceptional service. As a Fiduciary Advisory, BullRock Capital is truly independent and only acts in the client’s best interest. It takes no fees or commissions from banks, brokerages, insurance or investment fund companies.
Certified Financial Planning
BullRock Capital applies the Certified Financial Planner™ (CFP®) standards of the national CFP Board to develop customized financial plans. All planners are not equal. A CFP® has years of certified, specialized, independently tested experience, training, education and practice in forming financial plans.
- Wealth Planning
- Portfolio Management
- 401(k) and Profit Sharing Plans
- Estate Planning
- Tax Planning
- Business Planning
- Risk Management
Customized Portfolio Management
BullRock Capital manages customized fiduciary investment portfolios for clients who desire individualized investment services. Customized Portfolio Management uses proactive re-balancing of asset classes through diversification and asset allocation. Each client is unique based on time horizon, risk profile and goals.