About Us

Experience the Rockgate difference


Helping you define and reach your financial goals is our primary focus at Rockgate. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.

Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help achieve your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.

Rockgate has a team of advisors with over 250 years of financial expertise and experience.