John
Helvie
Rockwood Wealth Management, LLC
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About this Advisor
John Helvie is a financial advisor based in New Hope, Pennsylvania, working with Rockwood Wealth Management, LLC. John has previously held positions as a student, at Impact Orthopaedics, Excel Physical Therapy, Fox Rehabilitation, and Rockwood Wealth Management. John has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of Rockwood Wealth Management, LLC, which operates out of New Hope, Pennsylvania. The firm has 40 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Rockwood Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockwood Wealth Management, LLC Brokerage Details
$1,775,615,324
40
3,935
$451,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Helvie Work History
Rockwood Wealth Management
Rockwood Wealth Management
Fox Rehabilitation
Excel Physical Therapy
Student
Impact Orthopaedics
Student
Disclosures
Please visit the SEC profile of John Helvie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockwood Wealth Management, LLC
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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