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Your Wealth Your Way

Personalized consulting with an industry expert to help evaluate and select the best advisor for your wealth

Don’t Rely on your neighbor

or accountant for your advisor

Rely on us
for your advisor

Wealth management options come in many forms in today’s world. Families such as Gates or Palihapitiya hire a team dedicated exclusively to manage their interests, known as a Family Office.

For families that fall somewhere on the spectrum below this level of wealth the goal remains the same as those working with a family office — Find an advisor that has a practice dedicated to families with very similar, if not the same, situation as yours. This model allows the advisors to cover multiple families with the same level of sophistication, expertise, and care, but at a fraction of the cost of a dedicated family office.

Goose Rocks was created to help you find that advisor. We are confident this will have a significant impact on your life, freeing up your time and creating wealth so that you can live your life on your terms.