A Chat with Rock Steady Wealth, Inc.
What services does your business offer and what makes your business stand out from the competition?
We provide independent investment advice so we are not tied down by any specific investment or product. Creating a culture of independence allows for objective, impartial, and valuable investment advice for an individual, business, trust, foundation, or charity.
What was the inspiration to start or run this business?
Rock Steady Wealth was inspired by the idea of providing advice which increase the clients value not just the advisers. This is achieved by not receiving commissions on any investments recommended, limiting and disclosing any and all conflicts of interest, and providing independent unbiased advice.
What do you love most about your job?
Helping clients achieve their financial goals is the most rewarding aspect of my job. Seeing a client understand and appreciate their investment portfolio is an incredibly rewarding experience. When a client’s money works for them it brings a smile to my face.
What is the best reaction you've ever gotten from a customer?
The best reaction I have received from a client was receiving a big hug for helping organize their financial life, bring clarity to their investments, and help prevent them from being defrauded by unscrupulous businesses and individuals.