A Fresh Perspective Rooted in Deep Experience

Target Rock is a fee-only fiduciary advisor with two thoughtful and experienced advisors. Our focus is simple – helping our clients create a path to financial freedom that anticipates life events and reflects how they would like to make an impact with their investments.


We know investing for your future is highly personal. Ideally, your strategy should reflect your goals and your values. We provide clear, actionable advice for families and individuals navigating their path to financial freedom.

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Target Rock Wealth Management specialize in helping our clients maximize their financial wealth through tax-efficient investment management.

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