RockWay Wealth Partners
Financial Services • 
Des Moines Metropolitan Area, Iowa, United States • 1-10 Employees
Company overview
| Headquarters | Des Moines Metropolitan Area, Iowa, United States |
| Phone number | +15154147373 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, 401K, Wealth Management, Retirement Planning, Life Insurance, Business Planning, Disability Income Insurance, Financial Planning, Investment Advisory, Long Term Care Insurance, Estate Planning, Investment Management, Defined Contribution, Profit Sharing Plans, Wealth Advisory, Cash Balance Plans, Qualified Retirement Plans For Businesses, Employer & Employee Benefits |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at RockWay Wealth Partners
Brian Thompson
Founder & President | Retirement Plan Advisor & Wealth Manager
RockWay Wealth Partners Email Formats
RockWay Wealth Partners uses 3 email formats. The most common is {first initial} (e.g., j@rockwaywealth.com), used 33.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rockwaywealth.com | 33.3% |
{first initial}{last name} | jdoe@rockwaywealth.com | 33.3% |
{first name}{last name} | johndoe@rockwaywealth.com | 33.3% |
About RockWay Wealth Partners
At RockWay Wealth Partners, we strive to stand out from the average advisory firm, and we do that in a multitude of ways. Our Values, which are at the heart of all we do. Understand them here: http://www.rockwaywealth.com/our-values Our Independence As an independent advisory firm, we are not confined to proprietary corporate influences or products, sales quotas, or other conflicts of interest. Instead, we recommend the solutions we believe best align with your unique situation, values & goals. For Retirement Plans, we can utilize any company that provides services, giving you great value in finding service providers who are a good fit in working with your organization and being good teammates. For Wealth Management, while we utilize an independent custodian, LPL Financial, a Fortune 500 firm, with comprehensive services and resources, we deliver flexibility and tailoring of a boutique practice. Professional Collaboration We take an interdisciplinary approach in hopes of serving you as part of a comprehensive suite of services. We are happy to collaborate with any other professionals you currently work with, as needed, to leverage the power of teamwork. If you require other resources, we’ve formed relationships with other professionals whose mission aligns with our own. We collaborate with a diverse range of experienced professionals, including CPAs, Attorneys, Employee Benefits, Insurance Agents (property, casualty, commercial), Bankers, Payroll & Human Resources Outsourcing, Corporate Finance, Mergers & Acquisitions, Real Estate, and Private Equity. Our Role as Your Partner We are committed to building lifelong & trusted relationships with each of our clients. We serve as a reliable and skillful resource to our clients by explaining the reasoning behind our recommendations, educating you on your opportunities and risk. We can help you feel more confident in your desired outcomes and empowered to make pivotal decisions.
RockWay Wealth Partners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
RockWay Wealth Partners has never raised funding before.
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