ROCKLINC

PRESENTS

We’re Focused Solely On Protecting And Growing Your Wealth Efficiently

Jonathan M. Wellum, CFA
President & CEO

ROCKLINC is an independent investment management firm focusing solely on creating customized portfolios to help grow and protect our client’s wealth. With a commitment to value investing, we aim to create portfolios of diversified assets to meet your unique financial objectives.

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ROCKLINC as an organization is anchored to the time-tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.

Our investment strategy compels us to be patient and resolute investors, not short-term price speculators.

Successful investing requires us to ignore the crowd, step outside of the consensus and apply wisdom, discipline and understanding to each investment decision.

Embark on your journey to financial success with ROCKLINC Wealth Management today. Discover a world of disciplined, value-driven investment management tailored to your needs. Don’t wait any longer – take the first step toward achieving your financial goals.

To set up a free consultation, just fill out the short form by clicking below and be sure to select ROCKLINC from the dropdown menu asking “Do you already know which of our recommended advisors you’d like to be connected with?”

Get Started with ROCKLINC Wealth Management

Put these insights into action.

This is why we created Wealthion. To bring you the insights of some of the world’s experienced wealth advisors and then connect you with like-minded, independent financial professionals who will create and manage an investment plan custom-tailored to you. We only recommend products or services that we believe will add value to our audience. Some links on our website are affiliate links. This means that if you click on them and use the affiliate’s services, we may receive a payment from the vendor at no additional cost to you.

Schedule a free portfolio evaluation now.

Let us help you find the right financial advisor

Please share a little more information so we can best serve you. This service provided by a registered investment advisor and a subsidiary of Wealthion.

Required Disclosures

We provide you with the following documentation to educate you about Greylock Peak Investments LLC, a registered investment advisor and a subsidiary of Greylock Holdings, LLC, dba Wealthion, and our business relationship with any independent advisor to which you are referred.

By submitting this request to be referred to one of our roster of advisors, you acknowledge that you have read and understand the documents below, and that you will receive further such information detailing the advisor(s) to which you are referred as a follow-up to your request:

Solicitor’s Disclosure Document

ADV Part 2A

Form CRS

If you prefer to have these documents emailed to you, click here.

Or if you would prefer to have them sent via postal mail, click here.

ZERO OBLIGATION. MUCH TO GAIN.

Wealthion
485 Lexington Avenue, Suite 304
New York, NY10017

info@wealthion.com

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