Private Wealth Management


Blue Rock Private Wealth Management Team


MATTHEW MACNEAL, CFP®, AIF®

PARTNER

When Matt began his career in the financial services industry, he had the valuable opportunity to work with two industry leaders (Vanguard and SEI). His time with Vanguard’s Retirement Plan Group...

KATHLEEN TOWNSEND, CFP®

DIRECTOR OF FINANCIAL PLANNING SERVICES

Kathleen has been working with Blue Rock Avenue One since she graduated from West Chester University in 2009, after having worked in their intern program during her senior year...

 

ALEX HARMAN

CLIENT SERVICE ASSOCIATE- FINANCIAL PLANNING

Alex joined Blue Rock Avenue One in June 2018. Prior to working at Blue Rock, she worked as a Marketing Representative for The Restaurant Store. As the Client Service Associate for Blue Rock Avenue One...

 


RJ ZOBA

INVESTMENT OPERATIONS ASSOCIATE

RJ’s journey began here as an intern during his Junior year at West Chester University. He soon joined full-time as the team’s Investment Operations Specialist after graduating....

 


Our Wealth Management Process- Organize. Analyze. Plan.

Learn more about our planning process and the tools we’ll use to help guide you along the way.

Learn About Our Process


Who We Are

Our planning expertise will pave your personal "Yellow brick road" to financial success.

Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Goal Planning

However you see your tomorrow, the best time to plan for it is today. Find out how we can help.

Investment Policy Statement

Find out how an Investment Policy Statement can help you manage your portfolios and help you achieve your financial goals in this video.

Annual Review

A lot can happen over the course of a year. Your annual review will ensure that your financial plan aligns with your investment goals.

Creative Planning

Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle.

What It Means to be a Fiduciary

As fiduciaries, we ensure that the financial advice we provide you is objective and unbiased. Learn how we act in your best interest in this video.