Member Organization

Rockline Wealth Management

We Firmly Believe That Knowledge Is Power

Our Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom.

At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach allows our clients to build and protect.

Contact Robert Krivit, Director of Financial Planning, to discuss your financial future.

Company Information

Address: 255 Executive Drive
Suite 409
Plainview, NY 11803
Main Contact: Robert G. Krivit
Title: Director of Financial Planning
Telephone: (516) 605-1690
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