Investment management and planning tools to help you reach your goals

A fully automated online wealth management company that provides goal-based planning tools and investment solutions customized for each client

See what PlanRock can do for you

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How can we help you reach your goals?

Choose which service works for you.

Are you looking for highly experienced investment portfolio management services and wish to have full service guidance and planning? We can help. All provided through our online portal.

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If you are searching for experienced, cost efficient, tax efficient and investment efficient investment management without the need for full service advice and guidance. All provided through our online portal.

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If you are looking for online comprehensive financial planning tools only, as well as comprehensive account aggregation to view performance and many other tools such as retirement, college, taxes, etc.  All provided through our online portal.

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If you are an independent Financial Advisor looking for over 40 investment efficient, cost efficient and tax efficient investment model portfolios for your client’s needs. All Available through Charles Schwab Institutional’s MarketPlace Platform.

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If you are an independent Financial Advisor looking for a full service platform, which includes, compliance, RIA services, competitive payouts, comprehensive technology, planning tools, performance and administration to name a few.

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Our solutions

Planning tools for goals such as retirement, college, estate and much more. Account aggregation, viewing, performance, etc.

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Educational materials and relative articles to help stay ahead. Understand various investments strategies and the current economic environment.

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Bronze, Platinum and Family Office Services planning and investment management services.
Minimal advice and guidance to full service family office.

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Learn how our financial planning tools, investment portfolios and services stand head and shoulder above our competitors.

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Learn how we design investment portfolios to help meet your needs based on cost efficient, tax efficient and investment efficient standards.

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Transfer funds – Account Questions – Client Portal Support – Set up Dividends, etc.

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Account Access – Performance – Planning Tools – Investment Policy Questionnaire – Account Custodian and Statements, etc

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Learn how the company was developed and our mission to service our clients

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Get started in 3 easy steps

1

Choose your solution

2

Complete a brief questionnaire

3

Our team will contact you to help you begin reaching your goals